Epoch Investment Partners’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 | $2.63M | Hold |
33,272
| – | – | 0.01% | 216 |
|
|
2025
Q1 | $2.43M | Sell |
33,272
-21,741
| -40% | -$1.59M | 0.01% | 221 |
|
|
2024
Q4 | $4.05M | Buy |
55,013
+1,892
| +4% | +$139K | 0.02% | 211 |
|
|
2024
Q3 | $3.51M | Buy |
53,121
+4,197
| +9% | +$277K | 0.02% | 229 |
|
|
2024
Q2 | $2.77M | Sell |
48,924
-220,501
| -82% | -$12.5M | 0.01% | 236 |
|
|
2024
Q1 | $13.6M | Buy |
269,425
+19,539
| +8% | +$986K | 0.06% | 224 |
|
|
2023
Q4 | $13.2M | Sell |
249,886
-29,711
| -11% | -$1.57M | 0.06% | 241 |
|
|
2023
Q3 | $12.9M | Sell |
279,597
-6,515
| -2% | -$300K | 0.08% | 234 |
|
|
2023
Q2 | $13.3M | Sell |
286,112
-607
| -0.2% | -$28.1K | 0.08% | 239 |
|
|
2023
Q1 | $11.9M | Sell |
286,719
-471,632
| -62% | -$19.6M | 0.07% | 252 |
|
|
2022
Q4 | $32.6M | Sell |
758,351
-39,395
| -5% | -$1.7M | 0.19% | 162 |
|
|
2022
Q3 | $26.3M | Buy |
797,746
+180,071
| +29% | +$5.94M | 0.17% | 175 |
|
|
2022
Q2 | $23.9M | Sell |
617,675
-32,040
| -5% | -$1.24M | 0.14% | 192 |
|
|
2022
Q1 | $35.7M | Buy |
649,715
+33,984
| +6% | +$1.87M | 0.17% | 166 |
|
|
2021
Q4 | $36.7M | Buy |
615,731
+255,324
| +71% | +$15.2M | 0.19% | 161 |
|
|
2021
Q3 | $18.9M | Buy |
360,407
+48,112
| +15% | +$2.52M | 0.11% | 204 |
|
|
2021
Q2 | $15.8M | Buy |
+312,295
| New | +$15.8M | 0.08% | 210 |
|