Osterweis 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $4.91M | Sell |
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|
2021
Q4 | $6.67M | Sell |
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|
2021
Q3 | $7.8M | Sell |
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|
2021
Q2 | $13.7M | Sell |
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|
2021
Q1 | $15.6M | Buy |
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|
2020
Q4 | $11.8M | Buy |
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|
2020
Q3 | $4.94M | Sell |
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|
2020
Q2 | $5.08M | Buy |
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|
2020
Q1 | $5.5M | Buy |
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|
2019
Q4 | $7.31M | Buy |
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|
2019
Q3 | $5.71M | Buy |
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|
2019
Q2 | $3.54M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $4.79M | Buy |
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