Number of Shares
136,355.00
Current Holdings Value*
$9.95 Mil
% of Portfolio
2.08%
Total Estimate Gain
$2.93 Mil
% of Total Estimate Gain
31.46%

MOODY ALDRICH PARTNERS LLC's Pathward Financial Inc Holding Summary

As of 2025-03-31, MOODY ALDRICH PARTNERS LLC held 136,355.00 shares of Pathward Financial Inc(CASH), totaling $9.95 Mil. This investment constitutes 2.08% of their stock portfolio, and MOODY ALDRICH PARTNERS LLC now holds 0.58% of the outstanding Pathward Financial Inc(CASH) stock.

The initial trade took place in 2023Q3. And since then MOODY ALDRICH PARTNERS LLC has made 4 purchases of CASH, at an average price of $54.38, for a total of 171,484.00 shares. In addition, there have been 3 sales at an average price of $52.59 for 35,129.00 shares. Based on historical transaction data and CASH's current price of $76.36, MOODY ALDRICH PARTNERS LLC's estimated gain on his CASH holdings is $2.93 Mil, reflecting a 31.46% gain to date.

MOODY ALDRICH PARTNERS LLC CASH ($76.36) Holding Chart

MOODY ALDRICH PARTNERS LLC CASH ($76.36) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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