Guardian Wealth 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
$3M Buy
2023
Q4
Sell
2023
Q3
$10.5K Buy
2023
Q2
$9.64K Hold
2023
Q1
$8.63K Buy