WFA
West Financial Advisors’s Casey's General Stores CASY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $363K | Buy |
712
+8
| +1% | +$4.08K | 0.06% | 51 |
|
|
2025
Q1 | $306K | Sell |
704
-21
| -3% | -$9.12K | 0.06% | 50 |
|
|
2024
Q4 | $287K | Buy |
725
+504
| +228% | +$200K | 0.06% | 49 |
|
|
2024
Q3 | $83.2K | Buy |
221
+16
| +8% | +$6.02K | 0.02% | 71 |
|
|
2024
Q2 | $78.4K | Buy |
205
+7
| +4% | +$2.68K | 0.02% | 71 |
|
|
2024
Q1 | $63.1K | Buy |
198
+13
| +7% | +$4.14K | 0.01% | 76 |
|
|
2023
Q4 | $50.9K | Hold |
185
| – | – | 0.01% | 80 |
|
|
2023
Q3 | $50.2K | Buy |
185
+41
| +28% | +$11.1K | 0.01% | 78 |
|
|
2023
Q2 | $35.1K | Buy |
144
+13
| +10% | +$3.17K | 0.01% | 89 |
|
|
2023
Q1 | $28.4K | Hold |
131
| – | – | 0.01% | 95 |
|
|
2022
Q4 | $29.4K | Hold |
131
| – | – | 0.01% | 93 |
|
|
2022
Q3 | $27K | Buy |
131
+18
| +16% | +$3.71K | 0.01% | 116 |
|
|
2022
Q2 | $21K | Buy |
113
+13
| +13% | +$2.42K | 0.01% | 116 |
|
|
2022
Q1 | $20K | Buy |
100
+16
| +19% | +$3.2K | 0.01% | 122 |
|
|
2021
Q4 | $17K | Buy |
84
+9
| +12% | +$1.82K | ﹤0.01% | 140 |
|
|
2021
Q3 | $14K | Sell |
75
-25
| -25% | -$4.67K | ﹤0.01% | 122 |
|
|
2021
Q2 | $20K | Buy |
100
+15
| +18% | +$3K | 0.01% | 111 |
|
|
2021
Q1 | $18K | Buy |
85
+12
| +16% | +$2.54K | 0.01% | 114 |
|
|
2020
Q4 | $13K | Buy |
+73
| New | +$13K | ﹤0.01% | 119 |
|