Mawer Investment Management’s Pathward Financial CASH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$20.2M Sell
254,995
-32,649
-11% -$2.58M 0.1% 85
2025
Q1
$21M Buy
287,644
+28,829
+11% +$2.1M 0.1% 80
2024
Q4
$19M Buy
258,815
+33,000
+15% +$2.43M 0.09% 80
2024
Q3
$14.9M Buy
225,815
+7,049
+3% +$465K 0.07% 84
2024
Q2
$12.4M Buy
+218,766
New +$12.4M 0.06% 86