Venture Visionary Partners’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 | $370K | Hold |
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|
2025
Q2 | $396K | Hold |
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|
2025
Q1 | $365K | Hold |
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|
2024
Q4 | $368K | Hold |
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|
2024
Q3 | $330K | Sell |
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|
2024
Q2 | $328K | Sell |
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|
2024
Q1 | $419K | Hold |
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|
2023
Q4 | $439K | Hold |
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|
2023
Q3 | $383K | Sell |
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|
2023
Q2 | $496K | Hold |
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|
2023
Q1 | $444K | Hold |
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|
2022
Q4 | $461K | Hold |
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|
2022
Q3 | $352K | Sell |
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|
2022
Q2 | $514K | Sell |
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|
2022
Q1 | $741K | Hold |
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|
2021
Q4 | $805K | Hold |
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|
2021
Q3 | $708K | Sell |
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|
2021
Q2 | $754K | Sell |
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|
2021
Q1 | $788K | Sell |
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|
2020
Q4 | $669K | Buy |
|