Zurich Cantonal Bank’s Pathward Financial CASH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $553K | Buy |
6,984
+758
| +12% | +$60K | ﹤0.01% | 1597 |
|
|
2025
Q1 | $454K | Sell |
6,226
-1,756
| -22% | -$128K | ﹤0.01% | 1655 |
|
|
2024
Q4 | $587K | Buy |
7,982
+1,615
| +25% | +$119K | ﹤0.01% | 1533 |
|
|
2024
Q3 | $420K | Hold |
6,367
| – | – | ﹤0.01% | 1672 |
|
|
2024
Q2 | $360K | Hold |
6,367
| – | – | ﹤0.01% | 1722 |
|
|
2024
Q1 | $321K | Hold |
6,367
| – | – | ﹤0.01% | 1769 |
|
|
2023
Q4 | $337K | Hold |
6,367
| – | – | ﹤0.01% | 1768 |
|
|
2023
Q3 | $293K | Hold |
6,367
| – | – | ﹤0.01% | 1718 |
|
|
2023
Q2 | $295K | Buy |
6,367
+903
| +17% | +$41.9K | ﹤0.01% | 1683 |
|
|
2023
Q1 | $227K | Buy |
5,464
+1,069
| +24% | +$44.4K | ﹤0.01% | 1789 |
|
|
2022
Q4 | $189K | Buy |
4,395
+1,140
| +35% | +$49.1K | ﹤0.01% | 1848 |
|
|
2022
Q3 | $107K | Hold |
3,255
| – | – | ﹤0.01% | 2162 |
|
|
2022
Q2 | $126K | Sell |
3,255
-1,242
| -28% | -$48.1K | ﹤0.01% | 2083 |
|
|
2022
Q1 | $247K | Hold |
4,497
| – | – | ﹤0.01% | 1761 |
|
|
2021
Q4 | $268K | Buy |
4,497
+1,453
| +48% | +$86.6K | ﹤0.01% | 1881 |
|
|
2021
Q3 | $160K | Hold |
3,044
| – | – | ﹤0.01% | 2062 |
|
|
2021
Q2 | $154K | Hold |
3,044
| – | – | ﹤0.01% | 1984 |
|
|
2021
Q1 | $138K | Sell |
3,044
-1,927
| -39% | -$87.4K | ﹤0.01% | 1994 |
|
|
2020
Q4 | $182K | Hold |
4,971
| – | – | ﹤0.01% | 1912 |
|
|
2020
Q3 | $96K | Hold |
4,971
| – | – | ﹤0.01% | 2005 |
|
|
2020
Q2 | $90K | Buy |
4,971
+1,624
| +49% | +$29.4K | ﹤0.01% | 1995 |
|
|
2020
Q1 | $73K | Hold |
3,347
| – | – | ﹤0.01% | 1765 |
|
|
2019
Q4 | $122K | Hold |
3,347
| – | – | ﹤0.01% | 1607 |
|
|
2019
Q3 | $109K | Buy |
3,347
+485
| +17% | +$15.8K | ﹤0.01% | 1571 |
|
|
2019
Q2 | $80K | Buy |
2,862
+1,427
| +99% | +$39.9K | ﹤0.01% | 1747 |
|
|
2019
Q1 | $28K | Sell |
1,435
-704
| -33% | -$13.7K | ﹤0.01% | 2299 |
|
|
2018
Q4 | $41K | Hold |
2,139
| – | – | ﹤0.01% | 2145 |
|
|
2018
Q3 | $59K | Hold |
2,139
| – | – | ﹤0.01% | 2052 |
|
|
2018
Q2 | $69K | Hold |
2,139
| – | – | ﹤0.01% | 1899 |
|
|
2018
Q1 | $78K | Hold |
2,139
| – | – | ﹤0.01% | 1753 |
|
|
2017
Q4 | $66K | Buy |
2,139
+726
| +51% | +$22.4K | ﹤0.01% | 1842 |
|
|
2017
Q3 | $37K | Hold |
1,413
| – | – | ﹤0.01% | 1989 |
|
|
2017
Q2 | $42K | Hold |
1,413
| – | – | ﹤0.01% | 1865 |
|
|
2017
Q1 | $42K | Hold |
1,413
| – | – | ﹤0.01% | 1855 |
|
|
2016
Q4 | $48K | Buy |
+1,413
| New | +$48K | ﹤0.01% | 1723 |
|