Nisa Investment Advisors’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
Q3 | $170K | Buy |
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|
2025
Q2 | $174K | Buy |
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|
2025
Q1 | $148K | Hold |
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|
2024
Q4 | $150K | Hold |
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|
2024
Q3 | $134K | Sell |
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|
2024
Q2 | $143K | Sell |
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|
2024
Q1 | $128K | Hold |
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|
2023
Q4 | $134K | Buy |
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|
2023
Q3 | $93.8K | Sell |
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|
2023
Q2 | $94.6K | Hold |
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|
2023
Q1 | $85K | Sell |
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|
2022
Q4 | $88K | Hold |
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|
2022
Q3 | $68K | Buy |
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|
2022
Q2 | $77K | Hold |
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|
2022
Q1 | $110K | Sell |
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|
2021
Q4 | $171K | Hold |
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|
2021
Q3 | $151 | Hold |
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|
2021
Q2 | $146 | Hold |
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|
2021
Q1 | $130 | Hold |
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|
2020
Q4 | $105K | Buy |
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|
2020
Q3 | $17K | Buy |
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|
2020
Q2 | $12K | Hold |
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|
2020
Q1 | $14K | Buy |
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|
2019
Q4 | $14K | Hold |
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|
2019
Q3 | $12K | Buy |
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|
2019
Q2 | $7K | Hold |
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|
2019
Q1 | $5K | Hold |
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|
2018
Q4 | $5K | Sell |
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|
2018
Q3 | $337K | Buy |
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|
2018
Q2 | $8K | Hold |
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|
2018
Q1 | $9K | Hold |
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|
2017
Q4 | $7K | Hold |
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|
2017
Q3 | $6K | Hold |
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|
2017
Q2 | $7K | Hold |
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|
2017
Q1 | $7K | Sell |
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|
2016
Q4 | $15K | Sell |
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|
2016
Q3 | $36K | Hold |
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|
2016
Q2 | $31K | Hold |
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|
2016
Q1 | $27K | Buy |
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