Brown Brothers Harriman & Co’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 | $109K | Hold |
1,372
| – | – | ﹤0.01% | 767 |
|
|
2025
Q1 | $100K | Hold |
1,372
| – | – | ﹤0.01% | 700 |
|
|
2024
Q4 | $101K | Hold |
1,372
| – | – | ﹤0.01% | 714 |
|
|
2024
Q3 | $90.6K | Hold |
1,372
| – | – | ﹤0.01% | 708 |
|
|
2024
Q2 | $77.6K | Hold |
1,372
| – | – | ﹤0.01% | 696 |
|
|
2024
Q1 | $69.3K | Sell |
1,372
-733
| -35% | -$37K | ﹤0.01% | 707 |
|
|
2023
Q4 | $111K | Hold |
2,105
| – | – | ﹤0.01% | 597 |
|
|
2023
Q3 | $97K | Hold |
2,105
| – | – | ﹤0.01% | 601 |
|
|
2023
Q2 | $97.6K | Hold |
2,105
| – | – | ﹤0.01% | 601 |
|
|
2023
Q1 | $87.3K | Hold |
2,105
| – | – | ﹤0.01% | 640 |
|
|
2022
Q4 | $90.6K | Hold |
2,105
| – | – | ﹤0.01% | 613 |
|
|
2022
Q3 | $69K | Sell |
2,105
-402
| -16% | -$13.2K | ﹤0.01% | 671 |
|
|
2022
Q2 | $97K | Buy |
2,507
+402
| +19% | +$15.6K | ﹤0.01% | 584 |
|
|
2022
Q1 | $116K | Hold |
2,105
| – | – | ﹤0.01% | 605 |
|
|
2021
Q4 | $126 | Hold |
2,105
| – | – | ﹤0.01% | 557 |
|
|
2021
Q3 | $110 | Hold |
2,105
| – | – | ﹤0.01% | 544 |
|
|
2021
Q2 | $107 | Hold |
2,105
| – | – | ﹤0.01% | 543 |
|
|
2021
Q1 | $95 | Sell |
2,105
-6,965
| -77% | -$314 | ﹤0.01% | 529 |
|
|
2020
Q4 | $332K | Buy |
9,070
+2,652
| +41% | +$97.1K | ﹤0.01% | 353 |
|
|
2020
Q3 | $123K | Hold |
6,418
| – | – | ﹤0.01% | 455 |
|
|
2020
Q2 | $117K | Buy |
6,418
+2,105
| +49% | +$38.4K | ﹤0.01% | 460 |
|
|
2020
Q1 | $94K | Sell |
4,313
-5,363
| -55% | -$117K | ﹤0.01% | 448 |
|
|
2019
Q4 | $353K | Hold |
9,676
| – | – | ﹤0.01% | 359 |
|
|
2019
Q3 | $316K | Buy |
+9,676
| New | +$316K | ﹤0.01% | 346 |
|