Tealwood 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
2026 Q1	$1.84M	Sell	20,607 -241	-1%	-$21K	0.84%	52
2025 Q4	$1.48M	Sell	20,848 -484	-2%	-$34.7K	0.66%	83
2025 Q3	$1.58M	Sell	21,332 -1,710	-7%	-$133K	0.64%	80
2025 Q2	$1.82M	Sell	23,042 -172	-0.7%	-$13.2K	0.81%	53
2025 Q1	$1.69M	Sell	23,214 -731	-3%	-$55.8K	0.78%	57
2024 Q4	$1.76M	Sell	23,945 -83	-0.3%	-$6.33K	0.73%	56
2024 Q3	$1.59M	Sell	24,028 -65	-0.3%	-$4.18K	0.69%	69
2024 Q2	$1.36M	Sell	24,093 -105	-0.4%	-$5.52K	0.82%	59
2024 Q1	$1.22M	Sell	24,198 -259	-1%	-$13.1K	0.55%	96
2023 Q4	$1.29M	Sell	24,457 -681	-3%	-$33.5K	0.62%	80
2023 Q3	$1.16M	Sell	25,138 -478	-2%	-$23.8K	0.6%	83
2023 Q2	$1.19M	Sell	25,616 -310	-1%	-$13.9K	0.58%	89
2023 Q1	$1.08M	Sell	25,926 -169	-0.6%	-$7.96K	0.55%	98
2022 Q4	$1.12M	Sell	26,095 -2,441	-9%	-$100K	0.59%	85
2022 Q3	$941K	Buy	28,536 +348	+1%	+$12.5K	0.51%	101
2022 Q2	$1.09M	Sell	28,188 -285	-1%	-$12.1K	0.54%	91
2022 Q1	$1.56M	Sell	28,473 -456	-2%	-$25.9K	0.66%	58
2021 Q4	$1.73M	Sell	28,929 -835	-3%	-$49.9K	0.69%	55
2021 Q3	$1.56M	Buy	+29,764	New	+$1.48M	0.63%	59