Epoch Investment Partners’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 | $2.46M | Hold |
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|
2025
Q2 | $2.63M | Hold |
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|
2025
Q1 | $2.43M | Sell |
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|
2024
Q4 | $4.05M | Buy |
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|
2024
Q3 | $3.51M | Buy |
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|
2024
Q2 | $2.77M | Sell |
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|
2024
Q1 | $13.6M | Buy |
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|
2023
Q4 | $13.2M | Sell |
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|
2023
Q3 | $12.9M | Sell |
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|
2023
Q2 | $13.3M | Sell |
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|
2023
Q1 | $11.9M | Sell |
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|
2022
Q4 | $32.6M | Sell |
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|
2022
Q3 | $26.3M | Buy |
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|
2022
Q2 | $23.9M | Sell |
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|
2022
Q1 | $35.7M | Buy |
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|
2021
Q4 | $36.7M | Buy |
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|
2021
Q3 | $18.9M | Buy |
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|
2021
Q2 | $15.8M | Buy |
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