Bessemer Group’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
$27K Buy
344
+298
+648% +$23.4K ﹤0.01% 1481
2025
Q1
$3K Sell
46
-56
-55% -$3.65K ﹤0.01% 2135
2024
Q4
$8K Buy
102
+62
+155% +$4.86K ﹤0.01% 1845
2024
Q3
$3K Buy
+40
New +$3K ﹤0.01% 2070
2023
Q3
Sell
-26
Closed -$1K 2183
2023
Q2
$1K Buy
+26
New +$1K ﹤0.01% 2126
2021
Q4
Sell
-169
Closed -$9K 1865
2021
Q3
$9K Buy
+169
New +$9K ﹤0.01% 1397
2020
Q2
Sell
-4,500
Closed -$98K 1703
2020
Q1
$98K Buy
+4,500
New +$98K ﹤0.01% 1128
2017
Q4
Sell
-39,900
Closed -$1.04M 1701
2017
Q3
$1.04M Sell
39,900
-8,400
-17% -$220K ﹤0.01% 642
2017
Q2
$1.43M Hold
48,300
0.01% 560
2017
Q1
$1.43M Hold
48,300
0.01% 604
2016
Q4
$1.66M Hold
48,300
0.01% 569
2016
Q3
$976K Buy
+48,300
New +$976K ﹤0.01% 618