UBS AM’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 | $25.7M | Buy |
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|
2025
Q1 | $22.8M | Sell |
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|
2024
Q4 | $23.5M | Sell |
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|
2024
Q3 | $21.4M | Sell |
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|
2024
Q2 | $20M | Buy |
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|
2024
Q1 | $12.5M | Sell |
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|
2023
Q4 | $17.1M | Sell |
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|
2023
Q3 | $16.1M | Sell |
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|
2023
Q2 | $15.8M | Hold |
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|
2023
Q1 | $15.8M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $14.2M | Sell |
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|
2022
Q2 | $18.3M | Buy |
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|
2022
Q1 | $23.2M | Buy |
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|
2021
Q4 | $22.9M | Buy |
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|
2021
Q3 | $3.46M | Buy |
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|
2021
Q2 | $2.2M | Buy |
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|
2021
Q1 | $1.2M | Buy |
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|
2020
Q4 | $911K | Sell |
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|
2020
Q3 | $583K | Hold |
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|
2020
Q2 | $551K | Sell |
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|
2020
Q1 | $705K | Sell |
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|
2019
Q4 | $1.22M | Buy |
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|
2019
Q3 | $1.09M | Buy |
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|
2019
Q2 | $515K | Buy |
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|
2019
Q1 | $299K | Buy |
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