Unison Advisors’s Pathward Financial CASH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$808K Hold
10,200
0.09% 108
2025
Q1
$745K Hold
10,200
0.09% 113
2024
Q4
$751K Hold
10,200
0.09% 117
2024
Q3
$673K Buy
+10,200
New +$673K 0.08% 140