West Financial Advisors’s Casey's General Stores CASY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $403K | Buy |
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|
2025
Q2 | $363K | Buy |
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|
2025
Q1 | $306K | Sell |
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|
2024
Q4 | $287K | Buy |
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|
2024
Q3 | $83.2K | Buy |
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|
2024
Q2 | $78.4K | Buy |
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|
2024
Q1 | $63.1K | Buy |
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|
2023
Q4 | $50.9K | Hold |
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|
2023
Q3 | $50.2K | Buy |
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|
2023
Q2 | $35.1K | Buy |
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|
2023
Q1 | $28.4K | Hold |
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|
2022
Q4 | $29.4K | Hold |
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|
2022
Q3 | $27K | Buy |
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|
2022
Q2 | $21K | Buy |
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|
2022
Q1 | $20K | Buy |
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|
2021
Q4 | $17K | Buy |
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|
2021
Q3 | $14K | Sell |
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|
2021
Q2 | $20K | Buy |
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|
2021
Q1 | $18K | Buy |
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|
2020
Q4 | $13K | Buy |
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