Vinva Investment 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 | $112M | Buy |
152,023
+38,835
| +34% | +$28.5M | 2.9% | 5 |
|
2025
Q1 | $65.3M | Buy |
113,188
+2,379
| +2% | +$1.37M | 2.59% | 5 |
|
2024
Q4 | $65.5M | Buy |
110,809
+6,301
| +6% | +$3.73M | 2.49% | 5 |
|
2024
Q3 | $59.3M | Buy |
104,508
+12,118
| +13% | +$6.88M | 2.51% | 5 |
|
2024
Q2 | $48M | Buy |
92,390
+7,090
| +8% | +$3.68M | 2.41% | 5 |
|
2024
Q1 | $41.4M | Buy |
85,300
+6,573
| +8% | +$3.19M | 2.32% | 5 |
|
2023
Q4 | $28.2M | Buy |
78,727
+7,908
| +11% | +$2.83M | 1.92% | 6 |
|
2023
Q3 | $21.5M | Buy |
70,819
+953
| +1% | +$290K | 2.01% | 7 |
|
2023
Q2 | $19.7M | Sell |
69,866
-2,072
| -3% | -$583K | 1.69% | 7 |
|
2023
Q1 | $15M | Buy |
+71,938
| New | +$15M | 1.25% | 7 |
|