Moody Aldrich Partners’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
$10.6M Sell
2025
Q1
$9.95M Sell
2024
Q4
$10.2M Buy
2024
Q3
$8.19M Buy
2024
Q2
$5.33M Sell
2024
Q1
$5.08M Sell
2023
Q4
$6.74M Buy
2023
Q3
$4.16M Buy