Ameriprise’s Pathward Financial CASH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.38M | Sell |
55,346
-1,072
| -2% | -$84.8K | ﹤0.01% | 2458 |
|
|
2025
Q1 | $4.12M | Sell |
56,418
-5,758
| -9% | -$420K | ﹤0.01% | 2453 |
|
|
2024
Q4 | $4.57M | Sell |
62,176
-6,661
| -10% | -$490K | ﹤0.01% | 2415 |
|
|
2024
Q3 | $4.54M | Sell |
68,837
-8,743
| -11% | -$577K | ﹤0.01% | 2437 |
|
|
2024
Q2 | $4.39M | Sell |
77,580
-2,523
| -3% | -$143K | ﹤0.01% | 2406 |
|
|
2024
Q1 | $4.04M | Sell |
80,103
-7,057
| -8% | -$356K | ﹤0.01% | 2493 |
|
|
2023
Q4 | $4.61M | Sell |
87,160
-25,269
| -22% | -$1.34M | ﹤0.01% | 2404 |
|
|
2023
Q3 | $5.18M | Sell |
112,429
-17,402
| -13% | -$802K | ﹤0.01% | 2255 |
|
|
2023
Q2 | $6.02M | Sell |
129,831
-20,952
| -14% | -$971K | ﹤0.01% | 2199 |
|
|
2023
Q1 | $6.26M | Buy |
150,783
+10,762
| +8% | +$446K | ﹤0.01% | 2160 |
|
|
2022
Q4 | $6.03M | Sell |
140,021
-6,433
| -4% | -$277K | ﹤0.01% | 2157 |
|
|
2022
Q3 | $4.83M | Buy |
146,454
+14,941
| +11% | +$492K | ﹤0.01% | 2254 |
|
|
2022
Q2 | $5.09M | Sell |
131,513
-9,189
| -7% | -$355K | ﹤0.01% | 2265 |
|
|
2022
Q1 | $7.73M | Sell |
140,702
-1,478
| -1% | -$81.2K | ﹤0.01% | 2114 |
|
|
2021
Q4 | $8.48M | Sell |
142,180
-901
| -0.6% | -$53.8K | ﹤0.01% | 2092 |
|
|
2021
Q3 | $7.51M | Buy |
143,081
+87
| +0.1% | +$4.57K | ﹤0.01% | 2088 |
|
|
2021
Q2 | $7.24M | Sell |
142,994
-5,347
| -4% | -$271K | ﹤0.01% | 2179 |
|
|
2021
Q1 | $6.72M | Buy |
148,341
+1,323
| +0.9% | +$59.9K | ﹤0.01% | 2194 |
|
|
2020
Q4 | $5.37M | Sell |
147,018
-29,059
| -17% | -$1.06M | ﹤0.01% | 2220 |
|
|
2020
Q3 | $3.38M | Sell |
176,077
-10,222
| -5% | -$196K | ﹤0.01% | 2348 |
|
|
2020
Q2 | $3.39M | Sell |
186,299
-32,902
| -15% | -$598K | ﹤0.01% | 2323 |
|
|
2020
Q1 | $4.76M | Buy |
219,201
+5,800
| +3% | +$126K | ﹤0.01% | 1944 |
|
|
2019
Q4 | $7.79M | Buy |
213,401
+15,070
| +8% | +$550K | ﹤0.01% | 1936 |
|
|
2019
Q3 | $6.47M | Buy |
198,331
+45,916
| +30% | +$1.5M | ﹤0.01% | 2026 |
|
|
2019
Q2 | $4.28M | Sell |
152,415
-1,610
| -1% | -$45.2K | ﹤0.01% | 2329 |
|
|
2019
Q1 | $3.03M | Sell |
154,025
-64,985
| -30% | -$1.28M | ﹤0.01% | 2532 |
|
|
2018
Q4 | $4.25M | Buy |
219,010
+17,773
| +9% | +$345K | ﹤0.01% | 2226 |
|
|
2018
Q3 | $5.55M | Buy |
201,237
+35,463
| +21% | +$977K | ﹤0.01% | 2274 |
|
|
2018
Q2 | $5.38M | Sell |
165,774
-11,001
| -6% | -$357K | ﹤0.01% | 2192 |
|
|
2018
Q1 | $6.43M | Buy |
176,775
+4,380
| +3% | +$159K | ﹤0.01% | 1995 |
|
|
2017
Q4 | $5.32M | Buy |
172,395
+20,946
| +14% | +$647K | ﹤0.01% | 2084 |
|
|
2017
Q3 | $3.96M | Buy |
+151,449
| New | +$3.96M | ﹤0.01% | 2255 |
|
|
2017
Q2 | – | Sell |
-52,893
| Closed | -$1.56M | – | 3722 |
|
|
2017
Q1 | $1.56M | Sell |
52,893
-22,029
| -29% | -$650K | ﹤0.01% | 2690 |
|
|
2016
Q4 | $2.57M | Buy |
74,922
+9,648
| +15% | +$331K | ﹤0.01% | 2499 |
|
|
2016
Q3 | $1.32M | Buy |
+65,274
| New | +$1.32M | ﹤0.01% | 2787 |
|
|
2013
Q4 | – | Sell |
-1,113
| Closed | -$14K | – | 5153 |
|
|
2013
Q3 | $14K | Buy |
1,113
+84
| +8% | +$1.06K | ﹤0.01% | 4645 |
|
|
2013
Q2 | $9K | Buy |
+1,029
| New | +$9K | ﹤0.01% | 4832 |
|