Axa’s Pathward Financial CASH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.5M | Hold |
31,583
| – | – | 0.01% | 727 |
|
|
2025
Q1 | $2.3M | Buy |
31,583
+28,823
| +1,044% | +$2.1M | 0.01% | 707 |
|
|
2024
Q4 | $203K | Buy |
+2,760
| New | +$203K | ﹤0.01% | 1034 |
|
|
2024
Q2 | – | Sell |
-17,000
| Closed | -$858K | – | 1071 |
|
|
2024
Q1 | $858K | Hold |
17,000
| – | – | ﹤0.01% | 863 |
|
|
2023
Q4 | $900K | Buy |
17,000
+1,200
| +8% | +$63.5K | ﹤0.01% | 859 |
|
|
2023
Q3 | $728K | Sell |
15,800
-1,200
| -7% | -$55.3K | ﹤0.01% | 883 |
|
|
2023
Q2 | $788K | Sell |
17,000
-5,600
| -25% | -$260K | ﹤0.01% | 882 |
|
|
2023
Q1 | $938K | Sell |
22,600
-1,900
| -8% | -$78.8K | ﹤0.01% | 876 |
|
|
2022
Q4 | $1.05M | Buy |
+24,500
| New | +$1.05M | ﹤0.01% | 875 |
|
|
2018
Q3 | – | Sell |
-8,200
| Closed | -$799K | – | 1336 |
|
|
2018
Q2 | $799K | Buy |
+8,200
| New | +$799K | ﹤0.01% | 1054 |
|