United Capital Financial Advisors’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 | $800K | Sell |
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|
2025
Q2 | $855K | Sell |
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|
2025
Q1 | $789K | Hold |
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|
2024
Q4 | $796K | Sell |
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|
2024
Q3 | $714K | Sell |
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|
2024
Q2 | $680K | Sell |
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|
2024
Q1 | $607K | Hold |
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|
2023
Q4 | $636K | Buy |
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|
2023
Q3 | $553K | Sell |
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|
2023
Q2 | $649K | Sell |
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|
2023
Q1 | $664K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $840K | Hold |
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|
2021
Q2 | $810K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $892K | Buy |
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