YHB Investment 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 | $1.3M | Buy |
2,546
+607
| +31% | +$310K | 0.1% | 148 |
|
|
2025
Q1 | $842K | Buy |
1,939
+53
| +3% | +$23K | 0.07% | 160 |
|
|
2024
Q4 | $747K | Buy |
1,886
+130
| +7% | +$51.5K | 0.06% | 164 |
|
|
2024
Q3 | $660K | Buy |
1,756
+124
| +8% | +$46.6K | 0.05% | 179 |
|
|
2024
Q2 | $623K | Buy |
1,632
+196
| +14% | +$74.8K | 0.05% | 182 |
|
|
2024
Q1 | $457K | Buy |
1,436
+657
| +84% | +$209K | 0.04% | 200 |
|
|
2023
Q4 | $214K | Buy |
+779
| New | +$214K | 0.02% | 255 |
|