Avantax Planning Partners, Inc. Caseys General Stores Inc Transaction History

Avantax Planning Partners, Inc.

$2.78 Billion
Q3 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Caseys General Stores Inc stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 3,717 shares of CASY stock, worth $1.5 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

3,717

Previous 4,101 9.36%

Holding current value

$1.5 Million

Previous $1.56 Million 10.74%

% of portfolio

0.05%

Previous 0.05%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$354.52 - $391.16 $136,135 - $150,205	-384 Reduced 9.36%	3,717 $1.4 Million
Q1 2024 May 02, 2024	SELL	$271.36 - $319.38 $49,387 - $58,127	-182 Reduced 4.25%	4,101 $1.31 Million
Q4 2023 Feb 09, 2024	SELL	$261.98 - $284.6 $209,584 - $227,680	-800 Reduced 15.74%	4,283 $1.18 Million
Q3 2023 Nov 03, 2023	BUY	$238.69 - $281.61 $190,952 - $225,288	800 Added 18.68%	5,083 $1.38 Million
Q2 2023 Jul 17, 2023	BUY	$214.3 - $243.88 $3,643 - $4,145	17 Added 0.4%	4,283 $1.04 Million
Q1 2023 Apr 20, 2023	BUY	$205.7 - $235.91 $532,763 - $611,006	2,590 Added 154.53%	4,266 $923,000
Q4 2022 Feb 09, 2023	SELL	$199.29 - $248.63 $4,982 - $6,215	-25 Reduced 1.47%	1,676 $376,000
Q3 2022 Oct 14, 2022	SELL	$186.59 - $221.9 $6,530 - $7,766	-35 Reduced 2.02%	1,701 $344,000
Q2 2022 Jul 18, 2022	BUY	$181.74 - $215.83 $1,090 - $1,294	6 Added 0.35%	1,736 $321,000
Q1 2022 May 09, 2022	BUY	$171.83 - $201.15 $4,295 - $5,028	25 Added 1.47%	1,730 $343,000
Q4 2021 Jan 28, 2022	SELL	$181.89 - $201.93 $7,093 - $7,875	-39 Reduced 2.24%	1,705 $337,000
Q1 2021 May 06, 2021	BUY	$177.44 - $217.23 $22,002 - $26,936	124 Added 7.65%	1,744 $377,000
Q4 2020 Feb 04, 2021	SELL	$167.83 - $193.7 $118,655 - $136,945	-707 Reduced 30.38%	1,620 $289,000
Q3 2020 Oct 28, 2020	BUY	$149.58 - $181.46 $59,832 - $72,584	400 Added 20.76%	2,327 $413,000
Q1 2020 Apr 27, 2020	BUY	$123.01 - $181.06 $37,764 - $55,585	307 Added 18.95%	1,927 $255,000
Q4 2019 Jan 15, 2020	SELL	$153.81 - $176.63 $134,583 - $154,551	-875 Reduced 35.07%	1,620 $258,000
Q2 2019 Aug 07, 2019	BUY	$128.69 - $155.99 $25,738 - $31,198	200 Added 8.71%	2,495 $393,000
Q1 2019 May 08, 2019	BUY	$123.8 - $136.95 $72,051 - $79,704	582 Added 33.98%	2,295 $296,000
Q4 2018 Feb 14, 2019	SELL	$119.68 - $136.68 $55,651 - $63,556	-465 Reduced 21.35%	1,713 $220,000
Q3 2018 Nov 13, 2018	BUY	$102.85 - $129.74 $6,890 - $8,692	67 Added 3.17%	2,178 $281,000
Q2 2018 Aug 13, 2018	SELL	$96.17 - $109.58 $6,443 - $7,341	-67 Reduced 3.08%	2,111 $222,000
Q1 2018 May 15, 2018	BUY	$107.18 - $127.73 $1,500 - $1,788	14 Added 0.65%	2,178 $239,000
Q4 2017 Feb 09, 2018	SELL	$104.79 - $124.81 $54,909 - $65,400	-524 Reduced 19.49%	2,164 $242,000
Q3 2017 Oct 19, 2017	BUY	$102.94 - $110.92 $276,702 - $298,152	2,688	2,688 $294,000

Others Institutions Holding CASY

# of Institutions

720

Shares Held

32.1M

Call Options Held

115K

Put Options Held

195K

View Full List

About CASEYS GENERAL STORES INC

Ticker CASY
Exchange NASDAQ
Sector Consumer Cyclical
Industry Specialty Retail
Shares Outstandng 37,255,100
Market Cap $15B
Description
Casey's General Stores, Inc., together with its subsidiaries, operates convenience stores under the Casey's and Casey's General Store names. Its stores offer a selection of food, including freshly prepared foods, such as pizza, donuts, and sandwiches; beverages; tobacco and nicotine products; health and beauty aids; automotive products; and othe...

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Avantax Planning Partners, Inc. Caseys General Stores Inc Transaction History