WealthPlan Investment Management’s Casey's General Stores CASY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.9M | Buy |
38,957
+654
| +2% | +$334K | 1.45% | 12 |
|
|
2025
Q1 | $16.6M | Buy |
38,303
+636
| +2% | +$276K | 1.64% | 8 |
|
|
2024
Q4 | $14.9M | Sell |
37,667
-3,456
| -8% | -$1.37M | 1.47% | 13 |
|
|
2024
Q3 | $15.5M | Buy |
41,123
+4,902
| +14% | +$1.84M | 1.56% | 12 |
|
|
2024
Q2 | $13.8M | Sell |
36,221
-3,028
| -8% | -$1.16M | 2.09% | 5 |
|
|
2024
Q1 | $12.5M | Sell |
39,249
-1,642
| -4% | -$523K | 1.91% | 6 |
|
|
2023
Q4 | $11.2M | Buy |
40,891
+2,312
| +6% | +$635K | 1.8% | 7 |
|
|
2023
Q3 | $10.5M | Buy |
38,579
+19,078
| +98% | +$5.18M | 1.85% | 8 |
|
|
2023
Q2 | $4.76M | Sell |
19,501
-20,234
| -51% | -$4.93M | 1.42% | 25 |
|
|
2023
Q1 | $8.6M | Sell |
39,735
-31,033
| -44% | -$6.72M | 1.48% | 25 |
|
|
2022
Q4 | $15.8M | Buy |
70,768
+1,278
| +2% | +$285K | 1.1% | 28 |
|
|
2022
Q3 | $17.2M | Buy |
+69,490
| New | +$17.2M | 1.25% | 21 |
|
|
2022
Q1 | $12.5M | Buy |
+62,312
| New | +$12.5M | 0.87% | 39 |
|