Wealth Enhancement Advisory Services’s Pathward Financial CASH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.3M | Sell |
209,369
-25,636
| -11% | -$2.12M | 0.03% | 463 |
|
|
2025
Q1 | $17.1M | Buy |
235,005
+6,305
| +3% | +$460K | 0.03% | 444 |
|
|
2024
Q4 | $16.8M | Sell |
228,700
-61,309
| -21% | -$4.51M | 0.03% | 409 |
|
|
2024
Q3 | $19.1M | Sell |
290,009
-39,039
| -12% | -$2.58M | 0.04% | 362 |
|
|
2024
Q2 | $18.6M | Sell |
329,048
-23,942
| -7% | -$1.35M | 0.04% | 341 |
|
|
2024
Q1 | $17.8M | Buy |
+352,990
| New | +$17.8M | 0.05% | 350 |
|