Northwestern Mutual Wealth Management’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
Q4 | – | Sell |
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|
2025
Q3 | $5.81K | Sell |
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|
2025
Q2 | $23.8K | Sell |
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|
2025
Q1 | $41K | Sell |
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|
2024
Q4 | $55.7K | Sell |
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|
2024
Q3 | $73.2K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $3K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $5K | Hold |
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|
2020
Q3 | $5K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $15K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $47K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $164K | Buy |
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