Northwestern Mutual Wealth 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 | $1.42K | Buy |
+18
| New | +$1.42K | ﹤0.01% | 3335 |
|
|
2024
Q4 | – | Sell |
-200
| Closed | -$13.2K | – | 3648 |
|
|
2024
Q3 | $13.2K | Buy |
+200
| New | +$13.2K | ﹤0.01% | 2595 |
|
|
2024
Q2 | – | Sell |
-70
| Closed | -$3.53K | – | 3530 |
|
|
2024
Q1 | $3.53K | Hold |
70
| – | – | ﹤0.01% | 2937 |
|
|
2023
Q4 | $3.71K | Buy |
+70
| New | +$3.71K | ﹤0.01% | 2946 |
|
|
2022
Q2 | – | Sell |
-116
| Closed | -$6K | – | 3196 |
|
|
2022
Q1 | $6K | Buy |
+116
| New | +$6K | ﹤0.01% | 2672 |
|