Carson Wealth (CWM LLC)’s Pathward Financial CASH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $61K | Buy |
776
+9
| +1% | +$707 | ﹤0.01% | 3114 |
|
|
2025
Q1 | $56K | Buy |
767
+105
| +16% | +$7.67K | ﹤0.01% | 2882 |
|
|
2024
Q4 | $49K | Buy |
662
+61
| +10% | +$4.52K | ﹤0.01% | 2808 |
|
|
2024
Q3 | $40K | Buy |
601
+104
| +21% | +$6.92K | ﹤0.01% | 2862 |
|
|
2024
Q2 | $28K | Buy |
497
+78
| +19% | +$4.39K | ﹤0.01% | 2881 |
|
|
2024
Q1 | $21K | Buy |
419
+170
| +68% | +$8.52K | ﹤0.01% | 2857 |
|
|
2023
Q4 | $13K | Sell |
249
-65
| -21% | -$3.39K | ﹤0.01% | 3022 |
|
|
2023
Q3 | $14K | Hold |
314
| – | – | ﹤0.01% | 2909 |
|
|
2023
Q2 | $15K | Hold |
314
| – | – | ﹤0.01% | 2800 |
|
|
2023
Q1 | $13K | Hold |
314
| – | – | ﹤0.01% | 2775 |
|
|
2022
Q4 | $14K | Buy |
314
+9
| +3% | +$401 | ﹤0.01% | 2594 |
|
|
2022
Q3 | $10K | Sell |
305
-219
| -42% | -$7.18K | ﹤0.01% | 2658 |
|
|
2022
Q2 | $20K | Buy |
+524
| New | +$20K | ﹤0.01% | 2099 |
|
|
2018
Q4 | – | Sell |
-18
| Closed | – | – | 2097 |
|
|
2018
Q3 | $0 | Buy |
+18
| New | – | ﹤0.01% | 1846 |
|