Cass Information Systems shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of Cass Information Systems (CASS) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management investment in Cass Information Systems
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Quarterly reported holdings in Cass Information Systems by Heritage Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-12-31 | $422k | 9.2k | 45.82 |
| 2022-09-30 | $145k | 4.2k | 34.64 |
| 2022-06-30 | $136k | 4.0k | 33.80 |
| 2022-03-31 | $113k | 3.1k | 36.86 |
| 2021-09-30 | $64k | 1.5k | 41.61 |
| 2021-06-30 | $52k | 1.3k | 40.66 |
| 2021-03-31 | $34k | 745 | 45.64 |
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