WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $115K | Buy |
291
+17
| +6% | +$6.74K | 0.04% | 211 |
|
|
2024
Q3 | $103K | Buy |
274
+266
| +3,325% | +$99.9K | 0.03% | 261 |
|
|
2024
Q2 | $3.05K | Sell |
8
-2
| -20% | -$763 | ﹤0.01% | 798 |
|
|
2024
Q1 | $3.19K | Buy |
+10
| New | +$3.19K | ﹤0.01% | 797 |
|
|
2023
Q4 | – | Sell |
-107
| Closed | -$29.1K | – | 276 |
|
|
2023
Q3 | $29.1K | Hold |
107
| – | – | 0.01% | 385 |
|
|
2023
Q2 | $26.1K | Hold |
107
| – | – | 0.01% | 395 |
|
|
2023
Q1 | $23.2K | Hold |
107
| – | – | 0.01% | 409 |
|
|
2022
Q4 | $24K | Hold |
107
| – | – | 0.01% | 205 |
|
|
2022
Q3 | $21.7K | Hold |
107
| – | – | 0.02% | 200 |
|
|
2022
Q2 | $19.8K | Hold |
107
| – | – | 0.01% | 229 |
|
|
2022
Q1 | $21.2K | Buy |
+107
| New | +$21.2K | 0.01% | 226 |
|