Meeder Asset 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 | $4.16M | Buy |
52,626
+35,078
| +200% | +$2.78M | 0.26% | 69 |
|
|
2025
Q1 | $1.28M | Buy |
+17,548
| New | +$1.28M | 0.09% | 117 |
|
|
2023
Q2 | – | Sell |
-4,436
| Closed | -$184K | – | 517 |
|
|
2023
Q1 | $184K | Sell |
4,436
-8,050
| -64% | -$334K | 0.01% | 334 |
|
|
2022
Q4 | $538K | Buy |
12,486
+383
| +3% | +$16.5K | 0.05% | 243 |
|
|
2022
Q3 | $399K | Buy |
12,103
+3,925
| +48% | +$129K | 0.02% | 426 |
|
|
2022
Q2 | $316K | Sell |
8,178
-175
| -2% | -$6.76K | 0.02% | 499 |
|
|
2022
Q1 | $459K | Buy |
8,353
+4,134
| +98% | +$227K | 0.02% | 421 |
|
|
2021
Q4 | $252K | Sell |
4,219
-36
| -0.8% | -$2.15K | 0.03% | 304 |
|
|
2021
Q3 | $223K | Buy |
4,255
+4,229
| +16,265% | +$222K | 0.01% | 687 |
|
|
2021
Q2 | $1K | Sell |
26
-1,870
| -99% | -$71.9K | ﹤0.01% | 2313 |
|
|
2021
Q1 | $87K | Buy |
+1,896
| New | +$87K | ﹤0.01% | 946 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 1910 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 2191 |
|
|
2020
Q2 | – | Sell |
-524
| Closed | -$11K | – | 2091 |
|
|
2020
Q1 | $11K | Hold |
524
| – | – | ﹤0.01% | 1464 |
|
|
2019
Q4 | $19K | Buy |
524
+140
| +36% | +$5.08K | ﹤0.01% | 1361 |
|
|
2019
Q3 | $13K | Buy |
+384
| New | +$13K | ﹤0.01% | 1439 |
|
|
2018
Q4 | – | Sell |
-957
| Closed | -$26K | – | 1713 |
|
|
2018
Q3 | $26K | Sell |
957
-1,554
| -62% | -$42.2K | ﹤0.01% | 956 |
|
|
2018
Q2 | $81.5K | Buy |
2,511
+2,319
| +1,208% | +$75.3K | 0.01% | 660 |
|
|
2018
Q1 | $7K | Buy |
+192
| New | +$7K | ﹤0.01% | 1141 |
|