Austin Asset Management’s Pathward Financial CASH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
– Hold
0
– – – 6
2026
Q2
– Hold
0
– – – 10
2026
Q1
– Hold
0
– – – 9
2025
Q4
– Hold
0
– – – 6
2025
Q3
– Hold
0
– – – 6
2025
Q2
– Hold
0
– – – 6
2025
Q1
– Hold
0
– – – 6
2024
Q4
– Hold
0
– – – 6
2024
Q3
– Hold
0
– – – 6
2024
Q2
– Hold
0
– – – 6
2024
Q1
– Hold
0
– – – 8
2023
Q4
– Hold
0
– – – 5
2023
Q3
– Hold
0
– – – 5
2023
Q2
– Hold
0
– – – 5
2023
Q1
– Hold
0
– – – 7
2022
Q4
– Hold
0
– – – 2
2022
Q3
– Hold
0
– – – 2
2022
Q2
– Hold
0
– – – 3
2022
Q1
– Hold
0
– – – 3
2021
Q4
– Hold
0
– – – 4

Other funds holding CASH