Jupiter Asset Management’s Pathward Financial CASH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13M | Buy |
163,769
+8,500
| +5% | +$673K | 0.11% | 210 |
|
|
2025
Q1 | $11.3M | Buy |
155,269
+54,924
| +55% | +$4.01M | 0.11% | 211 |
|
|
2024
Q4 | $7.38M | Sell |
100,345
-17,456
| -15% | -$1.28M | 0.07% | 242 |
|
|
2024
Q3 | $7.78M | Sell |
117,801
-6,653
| -5% | -$439K | 0.07% | 244 |
|
|
2024
Q2 | $7.04M | Sell |
124,454
-63,345
| -34% | -$3.58M | 0.07% | 247 |
|
|
2024
Q1 | $9.48M | Hold |
187,799
| – | – | 0.09% | 224 |
|
|
2023
Q4 | $9.94M | Buy |
187,799
+3,083
| +2% | +$163K | 0.1% | 213 |
|
|
2023
Q3 | $8.51M | Buy |
184,716
+49,418
| +37% | +$2.28M | 0.09% | 217 |
|
|
2023
Q2 | $6.27M | Hold |
135,298
| – | – | 0.07% | 262 |
|
|
2023
Q1 | $5.61M | Buy |
+135,298
| New | +$5.61M | 0.08% | 214 |
|