Carson Wealth (CWM LLC)’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
Q4 | $50K | Buy |
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|
2025
Q3 | $51K | Sell |
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|
2025
Q2 | $61K | Buy |
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|
2025
Q1 | $56K | Buy |
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|
2024
Q4 | $49K | Buy |
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|
2024
Q3 | $40K | Buy |
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|
2024
Q2 | $28K | Buy |
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|
2024
Q1 | $21K | Buy |
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|
2023
Q4 | $13K | Sell |
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|
2023
Q3 | $14K | Hold |
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|
2023
Q2 | $15K | Hold |
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|
2023
Q1 | $13K | Hold |
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|
2022
Q4 | $14K | Buy |
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|
2022
Q3 | $10K | Sell |
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|
2022
Q2 | $20K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $0 | Buy |
|