MAP
Moody Aldrich Partners’s Pathward Financial CASH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6M | Sell |
134,307
-2,048
| -2% | -$162K | 2.06% | 1 |
|
|
2025
Q1 | $9.95M | Sell |
136,355
-2,054
| -1% | -$150K | 2.08% | 3 |
|
|
2024
Q4 | $10.2M | Buy |
138,409
+14,292
| +12% | +$1.05M | 1.89% | 4 |
|
|
2024
Q3 | $8.19M | Buy |
124,117
+29,876
| +32% | +$1.97M | 1.49% | 8 |
|
|
2024
Q2 | $5.33M | Sell |
94,241
-6,314
| -6% | -$357K | 1.04% | 33 |
|
|
2024
Q1 | $5.08M | Sell |
100,555
-26,761
| -21% | -$1.35M | 0.86% | 44 |
|
|
2023
Q4 | $6.74M | Buy |
127,316
+37,116
| +41% | +$1.96M | 1.21% | 25 |
|
|
2023
Q3 | $4.16M | Buy |
+90,200
| New | +$4.16M | 0.79% | 53 |
|