UBS Group’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
Q3 | $5.89M | Buy |
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|
2025
Q2 | $4.62M | Sell |
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|
2025
Q1 | $4.88M | Buy |
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|
2024
Q4 | $3.67M | Buy |
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|
2024
Q3 | $1.95M | Sell |
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|
2024
Q2 | $1.82M | Buy |
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|
2024
Q1 | $1.52M | Sell |
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|
2023
Q4 | $1.82M | Buy |
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|
2023
Q3 | $553K | Sell |
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|
2023
Q2 | $807K | Sell |
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|
2023
Q1 | $927K | Buy |
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|
2022
Q4 | $730K | Sell |
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|
2022
Q3 | $839K | Buy |
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|
2022
Q2 | $648K | Sell |
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|
2022
Q1 | $1.77M | Sell |
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|
2021
Q4 | $2.09M | Sell |
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|
2021
Q3 | $2.6M | Sell |
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|
2021
Q2 | $3.13M | Sell |
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|
2021
Q1 | $3.21M | Buy |
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|
2020
Q4 | $2.39M | Buy |
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|
2020
Q3 | $624K | Sell |
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|
2020
Q2 | $590K | Sell |
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|
2020
Q1 | $1.5M | Sell |
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|
2019
Q4 | $3.31M | Buy |
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|
2019
Q3 | $2.48M | Buy |
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|
2019
Q2 | $657K | Buy |
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|
2019
Q1 | $70K | Sell |
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|
2018
Q4 | $250K | Sell |
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|
2018
Q3 | $387K | Buy |
|
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|
2018
Q2 | $322K | Buy |
|
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|
2018
Q1 | $155K | Sell |
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|
2017
Q4 | $188K | Buy |
|
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|
2017
Q3 | $109K | Buy |
|
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|
2017
Q2 | $94K | Hold |
|
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|
2017
Q1 | $94K | Sell |
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|
2016
Q4 | $388K | Buy |
|
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|
2016
Q3 | $67K | Hold |
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|
2016
Q2 | $56K | Hold |
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|
2016
Q1 | $50K | Hold |
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|
2015
Q4 | $51K | Hold |
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|
2015
Q3 | $46K | Sell |
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|
2015
Q2 | $68K | Buy |
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|
2015
Q1 | $47K | Sell |
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|
2014
Q4 | $75K | Buy |
|