Morgan Stanley’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 | $38M | Buy |
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|
2025
Q1 | $30.8M | Sell |
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|
2024
Q4 | $34.2M | Sell |
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|
2024
Q3 | $36.2M | Buy |
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|
2024
Q2 | $22.4M | Buy |
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|
2024
Q1 | $17.1M | Sell |
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|
2023
Q4 | $40.2M | Buy |
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|
2023
Q3 | $17.4M | Buy |
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|
2023
Q2 | $15.1M | Sell |
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|
2023
Q1 | $14.6M | Buy |
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|
2022
Q4 | $14.1M | Buy |
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|
2022
Q3 | $9.4M | Sell |
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|
2022
Q2 | $12.1M | Buy |
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|
2022
Q1 | $9.21M | Sell |
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|
2021
Q4 | $10.5M | Buy |
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|
2021
Q3 | $9.03M | Sell |
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|
2021
Q2 | $9.04M | Buy |
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|
2021
Q1 | $5.24M | Sell |
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|
2020
Q4 | $4.68M | Sell |
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|
2020
Q3 | $2.76M | Sell |
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|
2020
Q2 | $2.7M | Sell |
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|
2020
Q1 | $3.85M | Sell |
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|
2019
Q4 | $7.15M | Buy |
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|
2019
Q3 | $4.44M | Buy |
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|
2019
Q2 | $3.66M | Buy |
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|
2019
Q1 | $635K | Sell |
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|
2018
Q4 | $2.44M | Sell |
|
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|
2018
Q3 | $3.9M | Buy |
|
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|
2018
Q2 | $2.37M | Buy |
|
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|
2018
Q1 | $2.4M | Buy |
|
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|
2017
Q4 | $1.89M | Buy |
|
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|
2017
Q3 | $1.32M | Sell |
|
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|
2017
Q2 | $2.3M | Buy |
|
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|
2017
Q1 | $1.62M | Sell |
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|
2016
Q4 | $4.61M | Buy |
|
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|
2016
Q3 | $1.14M | Buy |
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|
2016
Q2 | $69K | Sell |
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|
2016
Q1 | $73K | Sell |
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|
2015
Q4 | $162K | Sell |
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|
2015
Q3 | $796K | Sell |
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|
2015
Q2 | $1.29M | Sell |
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|
2015
Q1 | $1.69M | Buy |
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|
2014
Q4 | $559K | Buy |
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|
2014
Q3 | $258K | Sell |
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|
2014
Q2 | $521K | Sell |
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|
2014
Q1 | $862K | Sell |
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|
2013
Q4 | $1.24M | Buy |
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|
2013
Q3 | $1.1M | Buy |
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|
2013
Q2 | $622K | Buy |
|