Marshall Wace’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
Q2
Sell
2025
Q1
$305K Buy
2024
Q4
Sell
2024
Q3
$1.14M Sell
2024
Q2
$5.27M Buy
2024
Q1
$1.11M Buy
2023
Q4
$507K Buy
2023
Q3
$295K Buy
2021
Q3
Sell
2021
Q2
$1.71M Buy
2019
Q4
Sell
2019
Q3
$29K Buy
2019
Q2
Sell
2019
Q1
$628K Buy
2018
Q4
$413K Buy