Heritage Wealth Management, LLC Cass Information Systems Inc Transaction History

Heritage Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$35.47 - $45.82 $178,343 - $230,382	5,028 Added 120.11%	9,214 $422,000
Q3 2022 Nov 14, 2022	BUY	$32.9 - $39.26 $5,165 - $6,163	157 Added 3.9%	4,186 $145,000
Q2 2022 Aug 15, 2022	BUY	$32.42 - $41.4 $31,220 - $39,868	963 Added 31.41%	4,029 $0
Q1 2022 Aug 15, 2022	BUY	$36.11 - $42.55 $55,176 - $65,016	1,528 Added 99.35%	3,066 $113,000
Q3 2021 Nov 10, 2021	BUY	$40.22 - $45.08 $10,416 - $11,675	259 Added 20.25%	1,538 $64,000
Q2 2021 Aug 11, 2021	BUY	$40.32 - $46.78 $21,530 - $24,980	534 Added 71.68%	1,279 $52,000
Q1 2021 Jul 16, 2021	BUY	$38.32 - $48.0 $28,548 - $35,760	745 New	745 $34,000

139

8.02M

1.9K

5.1K

Ticker CASS
Exchange NASDAQ
Sector Industrials
Industry Specialty Business Services
Shares Outstandng 13,657,700
Market Cap $547M
Description
Cass Information Systems, Inc. provides payment and information processing services to manufacturing, distribution, and retail enterprises in the United States. It operates through two segments, Information Services and Banking Services. The company's services include freight invoice rating, payment processing, auditing, and the generation of ac...

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