Charles Schwab’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 | $21.1M | Sell |
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|
2025
Q2 | $23.3M | Sell |
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|
2025
Q1 | $23M | Sell |
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|
2024
Q4 | $24.4M | Buy |
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|
2024
Q3 | $21.7M | Buy |
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|
2024
Q2 | $18.5M | Buy |
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|
2024
Q1 | $15.9M | Buy |
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|
2023
Q4 | $16.3M | Buy |
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|
2023
Q3 | $14M | Buy |
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|
2023
Q2 | $13.9M | Buy |
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|
2023
Q1 | $12.4M | Buy |
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|
2022
Q4 | $12.8M | Buy |
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|
2022
Q3 | $8.98M | Buy |
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|
2022
Q2 | $9.43M | Buy |
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|
2022
Q1 | $12.5M | Buy |
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|
2021
Q4 | $13.4M | Buy |
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|
2021
Q3 | $11.6M | Buy |
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|
2021
Q2 | $11.1M | Buy |
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|
2021
Q1 | $9.84M | Sell |
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|
2020
Q4 | $8.09M | Sell |
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|
2020
Q3 | $4.31M | Sell |
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|
2020
Q2 | $4.42M | Buy |
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|
2020
Q1 | $4.65M | Buy |
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|
2019
Q4 | $7.81M | Buy |
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|
2019
Q3 | $6.86M | Buy |
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|
2019
Q2 | $5.15M | Buy |
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|
2019
Q1 | $3.12M | Buy |
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|
2018
Q4 | $2.92M | Sell |
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|
2018
Q3 | $4.21M | Buy |
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|
2018
Q2 | $4.69M | Buy |
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|
2018
Q1 | $4.99M | Sell |
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|
2017
Q4 | $5.61M | Buy |
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|
2017
Q3 | $4.24M | Sell |
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|
2017
Q2 | $5.11M | Buy |
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|
2017
Q1 | $3.33M | Buy |
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|
2016
Q4 | $3.19M | Buy |
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|
2016
Q3 | $1.53M | Buy |
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|
2016
Q2 | $571K | Hold |
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|
2016
Q1 | $511K | Hold |
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|
2015
Q4 | $515K | Buy |
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|
2015
Q3 | $326K | Hold |
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|
2015
Q2 | $335K | Hold |
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|
2015
Q1 | $310K | Hold |
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|
2014
Q4 | $274K | Hold |
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|
2014
Q3 | $276K | Hold |
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|
2014
Q2 | $312K | Hold |
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|
2014
Q1 | $350K | Hold |
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|
2013
Q4 | $315K | Hold |
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|
2013
Q3 | $299K | Hold |
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|
2013
Q2 | $205K | Buy |
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