WealthPLAN Partners’s Casey's General Stores CASY Stock Holding History

WealthPLAN Partners’s Portfolio CASY Stock Details CASY Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$5.29M	Sell	10,370 -4,291	-29%	-$2.19M	0.85%	28
2025 Q1	$6.36M	Sell	14,661 -289	-2%	-$125K	0.9%	26
2024 Q4	$5.92M	Sell	14,950 -439	-3%	-$174K	0.84%	30
2024 Q3	$5.78M	Sell	15,389 -7,420	-33%	-$2.79M	0.78%	33
2024 Q2	$8.7M	Sell	22,809 -2,780	-11%	-$1.06M	0.93%	25
2024 Q1	$8.15M	Sell	25,589 -6,147	-19%	-$1.96M	0.84%	28
2023 Q4	$8.72M	Buy	31,736 +1,745	+6%	+$479K	0.9%	30
2023 Q3	$8.14M	Buy	29,991 +14,936	+99%	+$4.06M	0.95%	26
2023 Q2	$3.67M	Sell	15,055 -18,106	-55%	-$4.42M	0.52%	49
2023 Q1	$7.18M	Sell	33,161 -37,769	-53%	-$8.18M	0.82%	40
2022 Q4	$15.6M	Buy	+70,930	New	+$15.6M	1.09%	29
2022 Q1	$12.5M	Buy	62,312 +7,424	+14%	+$1.49M	0.87%	39
2021 Q4	$10.3M	Buy	54,888 +3,235	+6%	+$608K	0.68%	52
2021 Q3	$10.4M	Buy	51,653 +2,395	+5%	+$482K	0.69%	51
2021 Q2	$9.72M	Buy	49,258 +6,455	+15%	+$1.27M	0.68%	56
2021 Q1	$9.49M	Buy	42,803 +1,885	+5%	+$418K	0.74%	51
2020 Q4	$7.78M	Buy	40,918 +4,234	+12%	+$805K	0.66%	55
2020 Q3	$6.94M	Buy	36,684 +1,977	+6%	+$374K	0.68%	53
2020 Q2	$5.98M	Buy	34,707 +1,428	+4%	+$246K	0.62%	52
2020 Q1	$4.86M	Buy	33,279 +1,584	+5%	+$231K	0.63%	51
2019 Q4	$5.2M	Buy	31,695 +2,101	+7%	+$345K	0.61%	50
2019 Q3	$5.03M	Buy	29,594 +1,923	+7%	+$327K	0.69%	47
2019 Q2	$4.61M	Sell	27,671 -3,442	-11%	-$573K	0.69%	46
2019 Q1	$4.14M	Buy	31,113 +2,254	+8%	+$300K	0.65%	47
2018 Q4	$3.91M	Buy	28,859 +1,541	+6%	+$209K	0.63%	46
2018 Q3	$3.41M	Sell	27,318 -1,233	-4%	-$154K	0.62%	44
2018 Q2	$3M	Buy	28,551 +12,547	+78%	+$1.32M	0.61%	48
2018 Q1	$1.76M	Buy	16,004 +4,003	+33%	+$439K	0.39%	74
2017 Q4	$1.34M	Buy	12,001 +9,117	+316%	+$1.02M	0.36%	77
2017 Q3	$316K	Buy	+2,884	New	+$316K	0.09%	140
2016 Q3	$51K	Buy	435 +9	+2%	+$1.06K	0.02%	331
2016 Q2	$28K	Buy	+426	New	+$28K	﹤0.01%	1203