WAOI
Wealth Advisors of Iowa’s Casey's General Stores CASY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Buy |
2,202
+55
| +3% | +$28.1K | 0.42% | 30 |
|
|
2025
Q1 | $932K | Buy |
2,147
+149
| +7% | +$64.7K | 0.4% | 32 |
|
|
2024
Q4 | $792K | Sell |
1,998
-38
| -2% | -$15.1K | 0.4% | 29 |
|
|
2024
Q3 | $765K | Sell |
2,036
-2
| -0.1% | -$751 | 0.39% | 30 |
|
|
2024
Q2 | $778K | Buy |
2,038
+1
| +0% | +$382 | 0.43% | 17 |
|
|
2024
Q1 | $649K | Buy |
2,037
+1
| +0% | +$318 | 0.39% | 26 |
|
|
2023
Q4 | $559K | Sell |
2,036
-37
| -2% | -$10.2K | 0.38% | 26 |
|
|
2023
Q3 | $563K | Buy |
2,073
+13
| +0.6% | +$3.53K | 0.4% | 25 |
|
|
2023
Q2 | $502K | Buy |
2,060
+203
| +11% | +$49.5K | 0.36% | 26 |
|
|
2023
Q1 | $402K | Sell |
1,857
-198
| -10% | -$42.9K | 0.31% | 28 |
|
|
2022
Q4 | $461K | Sell |
2,055
-18
| -0.9% | -$4.04K | 0.38% | 31 |
|
|
2022
Q3 | $420K | Sell |
2,073
-3,313
| -62% | -$671K | 0.39% | 26 |
|
|
2022
Q2 | $1.01M | Buy |
5,386
+4,148
| +335% | +$781K | 0.18% | 42 |
|
|
2022
Q1 | $246K | Buy |
+1,238
| New | +$246K | 0.12% | 53 |
|