Envestnet Asset Management’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 | $2.66M | Buy |
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|
2025
Q2 | $2.72M | Buy |
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|
2025
Q1 | $2.28M | Buy |
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|
2024
Q4 | $1.33M | Buy |
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|
2024
Q3 | $1.09M | Buy |
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|
2024
Q2 | $773K | Buy |
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|
2024
Q1 | $615K | Sell |
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|
2023
Q4 | $824K | Buy |
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|
2023
Q3 | $431K | Buy |
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|
2023
Q2 | $250K | Sell |
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|
2023
Q1 | $253K | Buy |
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|
2022
Q4 | $239K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $311K | Sell |
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|
2022
Q1 | $455K | Sell |
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|
2021
Q4 | $672K | Sell |
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|
2021
Q3 | $634K | Buy |
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|
2021
Q2 | $297K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $278K | Sell |
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|
2019
Q3 | $360K | Buy |
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|
2019
Q2 | $263K | Sell |
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|
2019
Q1 | $206K | Sell |
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|
2018
Q4 | $653K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $1K | Sell |
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|
2018
Q1 | $3K | Buy |
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|
2017
Q4 | $1K | Sell |
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|
2017
Q3 | $22K | Sell |
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|
2017
Q2 | $53K | Buy |
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|
2017
Q1 | $41K | Buy |
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|
2016
Q4 | $4K | Buy |
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