Wells Fargo’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
Q2 | $977K | Sell |
|
|||||
|
2025
Q1 | $1.02M | Sell |
|
|||||
|
2024
Q4 | $1.04M | Buy |
|
|||||
|
2024
Q3 | $727K | Buy |
|
|||||
|
2024
Q2 | $612K | Buy |
|
|||||
|
2024
Q1 | $475K | Buy |
|
|||||
|
2023
Q4 | $442K | Buy |
|
|||||
|
2023
Q3 | $321K | Sell |
|
|||||
|
2023
Q2 | $601K | Buy |
|
|||||
|
2023
Q1 | $403K | Buy |
|
|||||
|
2022
Q4 | $166K | Sell |
|
|||||
|
2022
Q3 | $289K | Sell |
|
|||||
|
2022
Q2 | $386K | Sell |
|
|||||
|
2022
Q1 | $1.43M | Sell |
|
|||||
|
2021
Q4 | $2.24M | Buy |
|
|||||
|
2021
Q3 | $1.11M | Buy |
|
|||||
|
2021
Q2 | $896K | Sell |
|
|||||
|
2021
Q1 | $2.1M | Sell |
|
|||||
|
2020
Q4 | $2.98M | Sell |
|
|||||
|
2020
Q3 | $1.78M | Buy |
|
|||||
|
2020
Q2 | $1.59M | Buy |
|
|||||
|
2020
Q1 | $1.67M | Buy |
|
|||||
|
2019
Q4 | $2.71M | Sell |
|
|||||
|
2019
Q3 | $2.43M | Sell |
|
|||||
|
2019
Q2 | $2.42M | Sell |
|
|||||
|
2019
Q1 | $6.85M | Buy |
|
|||||
|
2018
Q4 | $3.72M | Buy |
|
|||||
|
2018
Q3 | $1.21M | Buy |
|
|||||
|
2018
Q2 | $1.37M | Sell |
|
|||||
|
2018
Q1 | $1.55M | Buy |
|
|||||
|
2017
Q4 | $1.23M | Sell |
|
|||||
|
2017
Q3 | $2.69M | Buy |
|
|||||
|
2017
Q2 | $608K | Buy |
|
|||||
|
2017
Q1 | $490K | Buy |
|
|||||
|
2016
Q4 | $561K | Buy |
|
|||||
|
2016
Q3 | $175K | Buy |
|
|||||
|
2016
Q2 | $118K | Sell |
|
|||||
|
2016
Q1 | $112K | Buy |
|
|||||
|
2015
Q4 | $108K | Buy |
|
|||||
|
2015
Q3 | $98K | Sell |
|
|||||
|
2015
Q2 | $114K | Buy |
|
|||||
|
2015
Q1 | $13K | Sell |
|
|||||
|
2014
Q4 | $13K | Buy |
|
|||||
|
2014
Q3 | $10K | Sell |
|
|||||
|
2014
Q2 | $17K | Buy |
|
|||||
|
2014
Q1 | – | Hold |
|
|||||
|
2013
Q4 | – | Sell |
|
|||||
|
2013
Q3 | $0 | Hold |
|
|||||
|
2013
Q2 | $0 | Buy |
|