USAdvisors Wealth Management’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	$466K	Buy	631 +24	+4%	+$17.7K	0.17%	82
2025 Q1	$350K	Buy	607 +164	+37%	+$94.6K	0.12%	94
2024 Q4	$259K	Sell	443 -42	-9%	-$24.6K	0.08%	115
2024 Q3	$275K	Buy	+485	New	+$275K	0.1%	105