Fidelity Investments’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 | $153M | Sell |
|
|||||
|
2025
Q2 | $172M | Buy |
|
|||||
|
2025
Q1 | $156M | Sell |
|
|||||
|
2024
Q4 | $162M | Buy |
|
|||||
|
2024
Q3 | $135M | Buy |
|
|||||
|
2024
Q2 | $109M | Buy |
|
|||||
|
2024
Q1 | $93.8M | Buy |
|
|||||
|
2023
Q4 | $92.5M | Buy |
|
|||||
|
2023
Q3 | $50.5M | Sell |
|
|||||
|
2023
Q2 | $57.2M | Sell |
|
|||||
|
2023
Q1 | $52.1M | Sell |
|
|||||
|
2022
Q4 | $54.7M | Buy |
|
|||||
|
2022
Q3 | $40.8M | Sell |
|
|||||
|
2022
Q2 | $101M | Buy |
|
|||||
|
2022
Q1 | $138M | Sell |
|
|||||
|
2021
Q4 | $164M | Sell |
|
|||||
|
2021
Q3 | $151M | Buy |
|
|||||
|
2021
Q2 | $123M | Buy |
|
|||||
|
2021
Q1 | $61.3M | Buy |
|
|||||
|
2020
Q4 | $18.9M | Buy |
|
|||||
|
2020
Q3 | $3K | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $0 | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $0 | Buy |
|