Buckingham Strategic Wealth’s Cass Information Systems CASS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $33.6M | Hold |
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|
2024
Q1 | $40.4M | Buy |
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|
2023
Q4 | $37.6M | Hold |
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|
2023
Q3 | $31.1M | Hold |
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|
2023
Q2 | $32.4M | Buy |
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|
2023
Q1 | $38.2M | Hold |
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|
2022
Q4 | $38.2M | Buy |
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|
2022
Q3 | $28.9M | Buy |
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|
2022
Q2 | $28.2M | Hold |
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|
2022
Q1 | $30.8M | Buy |
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|
2021
Q4 | $32.7M | Hold |
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|
2021
Q3 | $34.8M | Hold |
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|
2021
Q2 | $33.9M | Sell |
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|
2021
Q1 | $40.6M | Buy |
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|
2020
Q4 | $34.1M | Sell |
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|
2020
Q3 | $35.3M | Hold |
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|
2020
Q2 | $34.2M | Hold |
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|
2020
Q1 | $30.8M | Buy |
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|
2019
Q4 | $418K | Sell |
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|
2019
Q3 | $400K | Hold |
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|
2019
Q2 | $359K | Buy |
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