RCM
RMR Capital Management’s Pathward Financial CASH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.17M | Buy |
40,091
+1,503
| +4% | +$119K | 2.27% | 8 |
|
|
2025
Q1 | $2.81M | Sell |
38,588
-29
| -0.1% | -$2.12K | 2% | 11 |
|
|
2024
Q4 | $2.84M | Hold |
38,617
| – | – | 2.1% | 11 |
|
|
2024
Q3 | $2.55M | Hold |
38,617
| – | – | 2.09% | 11 |
|
|
2024
Q2 | $2.18M | Hold |
38,617
| – | – | 1.99% | 13 |
|
|
2024
Q1 | $1.95M | Hold |
38,617
| – | – | 1.78% | 13 |
|
|
2023
Q4 | $2.04M | Buy |
+38,617
| New | +$2.04M | 2.33% | 12 |
|