Versant Capital 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 | $11.9K | Hold |
150
| – | – | ﹤0.01% | 1811 |
|
|
2025
Q1 | $10.9K | Hold |
150
| – | – | ﹤0.01% | 1681 |
|
|
2024
Q4 | $11K | Buy |
+150
| New | +$11K | ﹤0.01% | 1345 |
|
|
2022
Q1 | – | Sell |
-23
| Closed | -$1K | – | 1468 |
|
|
2021
Q4 | $1K | Hold |
23
| – | – | ﹤0.01% | 1233 |
|
|
2021
Q3 | $1K | Sell |
23
-7
| -23% | -$304 | ﹤0.01% | 1228 |
|
|
2021
Q2 | $2K | Hold |
30
| – | – | ﹤0.01% | 1102 |
|
|
2021
Q1 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 1323 |
|
|
2020
Q1 | – | Sell |
-896
| Closed | -$32K | – | 1337 |
|
|
2019
Q4 | $32K | Hold |
896
| – | – | 0.02% | 318 |
|
|
2019
Q3 | $29K | Hold |
896
| – | – | 0.01% | 341 |
|
|
2019
Q2 | $25K | Buy |
896
+649
| +263% | +$18.1K | 0.01% | 391 |
|
|
2019
Q1 | $4K | Buy |
+247
| New | +$4K | ﹤0.01% | 1148 |
|