Bank of Montreal’s Pathward Financial CASH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $281K | Buy |
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|
2025
Q1 | $256K | Buy |
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|
2024
Q4 | $201K | Buy |
|
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $3.08K | Buy |
|
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|
2022
Q2 | – | Sell |
|
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|
2022
Q1 | $526K | Buy |
|
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|
2021
Q4 | $547K | Sell |
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|
2021
Q3 | $584K | Sell |
|
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|
2021
Q2 | $584K | Buy |
|
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|
2021
Q1 | $431K | Sell |
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|
2020
Q4 | $358K | Buy |
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|
2020
Q3 | $64K | Sell |
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|
2020
Q2 | $69K | Sell |
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|
2020
Q1 | $524K | Sell |
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|
2019
Q4 | $2.2M | Buy |
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|
2019
Q3 | $974K | Buy |
|
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|
2019
Q2 | $133K | Sell |
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|
2019
Q1 | $186K | Sell |
|
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|
2018
Q4 | $1.51M | Buy |
|
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|
2018
Q3 | $624K | Sell |
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|
2018
Q2 | $2.31M | Sell |
|
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|
2018
Q1 | $2.77M | Sell |
|
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|
2017
Q4 | $2.57M | Sell |
|
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|
2017
Q3 | $2.46M | Sell |
|
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|
2017
Q2 | $3.02M | Sell |
|
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|
2017
Q1 | $3.1M | Buy |
|
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|
2016
Q1 | – | Sell |
|
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|
2015
Q4 | $46K | Buy |
|
|||||
|
2014
Q3 | – | Sell |
|
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|
2014
Q2 | $6K | Sell |
|
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|
2014
Q1 | $71K | Sell |
|
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|
2013
Q4 | $65K | Buy |
|