Shell Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $121K | Sell |
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|
2025
Q1 | $123K | Sell |
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|
2024
Q4 | $129K | Hold |
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|
2024
Q3 | $116K | Buy |
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|
2024
Q1 | $105K | Sell |
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|
2023
Q4 | $105K | Sell |
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|
2023
Q3 | $119K | Sell |
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|
2023
Q2 | $121K | Sell |
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|
2023
Q1 | $109K | Sell |
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|
2022
Q4 | $114K | Sell |
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|
2022
Q3 | $94K | Sell |
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|
2022
Q2 | $125K | Buy |
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|
2022
Q1 | $178K | Sell |
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|
2021
Q4 | $222K | Buy |
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|
2021
Q3 | $177K | Sell |
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|
2021
Q2 | $178K | Buy |
|