Westover Capital Advisors’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 | $1.68M | Sell |
3,283
-111
| -3% | -$56.6K | 0.33% | 64 |
|
|
2025
Q1 | $1.47M | Sell |
3,394
-236
| -7% | -$102K | 0.33% | 69 |
|
|
2024
Q4 | $1.44M | Sell |
3,630
-33
| -0.9% | -$13.1K | 0.32% | 75 |
|
|
2024
Q3 | $1.38M | Buy |
3,663
+334
| +10% | +$125K | 0.26% | 86 |
|
|
2024
Q2 | $1.27M | Sell |
3,329
-317
| -9% | -$121K | 0.33% | 77 |
|
|
2024
Q1 | $1.16M | Buy |
3,646
+247
| +7% | +$78.7K | 0.34% | 75 |
|
|
2023
Q4 | $934K | Sell |
3,399
-44
| -1% | -$12.1K | 0.3% | 79 |
|
|
2023
Q3 | $935K | Sell |
3,443
-347
| -9% | -$94.2K | 0.34% | 72 |
|
|
2023
Q2 | $924K | Buy |
3,790
+1,913
| +102% | +$467K | 0.32% | 76 |
|
|
2023
Q1 | $406K | Buy |
+1,877
| New | +$406K | 0.15% | 110 |
|