WealthPlan Investment Management, LLC CASY Holdings History
WealthPlan Investment Management, LLC's Casey's General Stores Inc Holding Summary
As of 2025-03-31, WealthPlan Investment Management, LLC held 38,303.00 shares of Casey's General Stores Inc(CASY), totaling $16.62 Mil. This investment constitutes 1.64% of their stock portfolio, and WealthPlan Investment Management, LLC now holds 0.11% of the outstanding Casey's General Stores Inc(CASY) stock.
The initial trade took place in 2022Q1. And since then WealthPlan Investment Management, LLC has made 6 purchases of CASY, at an average price of $215.58, for a total of 97,696.00 shares. In addition, there have been 5 sales at an average price of $239.98 for 59,393.00 shares. Based on historical transaction data and CASY's current price of $504.01, WealthPlan Investment Management, LLC's estimated gain on his CASY holdings is $12.50 Mil, reflecting a 59.34% gain to date.
WealthPlan Investment Management, LLC CASY ($504.01) Holding Chart
WealthPlan Investment Management, LLC CASY ($504.01) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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