SWIM
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Smallwood Wealth Investment Management’s Cass Information Systems CASS Stock Holding History

Smallwood Wealth Investment Management’s Portfolio CASS Stock Details CASS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$440 Hold
10
– – ﹤0.01% 465
2025
Q4 		$415 Hold
10
– – ﹤0.01% 457
2025
Q3 		$393 Hold
10
– – ﹤0.01% 461
2025
Q2 		$434 Hold
10
– – ﹤0.01% 506
2025
Q1 		$432 Buy
+10
New +$425 ﹤0.01% 445

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