NewEdge Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.3K | Hold |
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|
2025
Q1 | $6.27K | Hold |
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|
2024
Q4 | $5.93K | Hold |
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|
2024
Q3 | $6.01K | Hold |
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|
2024
Q2 | $5.81K | Hold |
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|
2024
Q1 | $6.99K | Hold |
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|
2023
Q4 | $6.53K | Hold |
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|
2023
Q3 | $5.4K | Hold |
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|
2023
Q2 | $5.62K | Sell |
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|
2023
Q1 | $22K | Hold |
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|
2022
Q4 | $23 | Buy |
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