Wedbush Securities’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 | $275K | Sell |
3,470
-912
| -21% | -$72.3K | 0.01% | 884 |
|
|
2025
Q1 | $320K | Buy |
+4,382
| New | +$320K | 0.01% | 779 |
|
|
2022
Q2 | – | Sell |
-11,999
| Closed | -$659K | – | 1084 |
|
|
2022
Q1 | $659K | Sell |
11,999
-7,492
| -38% | -$411K | 0.03% | 476 |
|
|
2021
Q4 | $1.16M | Buy |
19,491
+1,657
| +9% | +$98.9K | 0.05% | 323 |
|
|
2021
Q3 | $936K | Buy |
17,834
+2,112
| +13% | +$111K | 0.04% | 375 |
|
|
2021
Q2 | $796K | Buy |
+15,722
| New | +$796K | 0.04% | 430 |
|