Orchard Capital Management’s Pathward Financial CASH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.86M | Hold |
20,901
| – | – | 2.44% | 21 |
|
|
2025
Q4 | $1.48M | Buy |
20,901
+570
| +3% | +$40.9K | 1.29% | 24 |
|
|
2025
Q3 | $1.5M | Buy |
20,331
+565
| +3% | +$44K | 1.99% | 23 |
|
|
2025
Q2 | $1.56M | Sell |
19,766
-96,429
| -83% | -$7.38M | 1.73% | 21 |
|
|
2025
Q1 | $8.48M | Sell |
116,195
-39,636
| -25% | -$3.02M | 5.8% | 3 |
|
|
2024
Q4 | $11.6M | Sell |
155,831
-9,250
| -6% | -$705K | 4.56% | 6 |
|
|
2024
Q3 | $10.8M | Sell |
165,081
-22,382
| -12% | -$1.44M | 3.71% | 6 |
|
|
2024
Q2 | $10.6M | Sell |
187,463
-2,540
| -1% | -$134K | 3.2% | 12 |
|
|
2024
Q1 | $9.59M | Buy |
190,003
+2,540
| +1% | +$129K | 2.81% | 16 |
|
|
2023
Q4 | $9.92M | Buy |
187,463
+9,858
| +6% | +$484K | 3.11% | 12 |
|
|
2023
Q3 | $8.19M | Sell |
177,605
-49,095
| -22% | -$2.44M | 3.03% | 14 |
|
|
2023
Q2 | $10.5M | Sell |
226,700
-7,442
| -3% | -$334K | 3.54% | 7 |
|
|
2023
Q1 | $9.71M | Sell |
234,142
-81,773
| -26% | -$3.85M | 3.25% | 9 |
|
|
2022
Q4 | $13.6M | Hold |
315,915
| – | – | 4.56% | 2 |
|
|
2022
Q3 | $10.4M | Hold |
315,915
| – | – | 3.89% | 6 |
|
|
2022
Q2 | $10.7M | Buy |
315,915
+8,300
| +3% | +$354K | 3.35% | 10 |
|
|
2022
Q1 | $16.9M | Buy |
307,615
+16,200
| +6% | +$920K | 4.8% | 3 |
|
|
2021
Q4 | $17.4M | Buy |
291,415
+870
| +0.3% | +$52K | 5.1% | 3 |
|
|
2021
Q3 | $15.2M | Hold |
290,545
| – | – | 4.59% | 4 |
|
|
2021
Q2 | $14.7M | Buy |
290,545
+19,225
| +7% | +$954K | 4.25% | 4 |
|
|
2021
Q1 | $12.3M | Buy |
271,320
+20,980
| +8% | +$896K | 3.87% | 6 |
|
|
2020
Q4 | $9.15M | Buy |
+250,340
| New | +$7.63M | 3.9% | 7 |
|
Other funds holding CASH
VCM
PFA
VPM