Carson Wealth (CWM LLC)’s Cathay General Bancorp CATY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $126K | Buy |
2,769
+383
| +16% | +$17.4K | ﹤0.01% | 2521 |
|
|
2025
Q1 | $103K | Buy |
2,386
+221
| +10% | +$9.54K | ﹤0.01% | 2400 |
|
|
2024
Q4 | $103K | Buy |
2,165
+648
| +43% | +$30.8K | ﹤0.01% | 2263 |
|
|
2024
Q3 | $65K | Buy |
1,517
+252
| +20% | +$10.8K | ﹤0.01% | 2484 |
|
|
2024
Q2 | $48K | Buy |
1,265
+794
| +169% | +$30.1K | ﹤0.01% | 2497 |
|
|
2024
Q1 | $18K | Buy |
471
+26
| +6% | +$994 | ﹤0.01% | 2960 |
|
|
2023
Q4 | $20K | Sell |
445
-16
| -3% | -$719 | ﹤0.01% | 2762 |
|
|
2023
Q3 | $16K | Buy |
461
+24
| +5% | +$833 | ﹤0.01% | 2823 |
|
|
2023
Q2 | $14K | Sell |
437
-25
| -5% | -$801 | ﹤0.01% | 2853 |
|
|
2023
Q1 | $16K | Sell |
462
-191
| -29% | -$6.62K | ﹤0.01% | 2637 |
|
|
2022
Q4 | $27K | Buy |
653
+80
| +14% | +$3.31K | ﹤0.01% | 2144 |
|
|
2022
Q3 | $22K | Buy |
573
+193
| +51% | +$7.41K | ﹤0.01% | 2154 |
|
|
2022
Q2 | $15K | Buy |
380
+340
| +850% | +$13.4K | ﹤0.01% | 2299 |
|
|
2022
Q1 | $2K | Buy |
40
+15
| +60% | +$750 | ﹤0.01% | 3127 |
|
|
2021
Q4 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 3241 |
|
|
2019
Q1 | – | Sell |
-50
| Closed | -$2K | – | 2921 |
|
|
2018
Q4 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 1717 |
|
|
2018
Q1 | – | Sell |
-310
| Closed | -$13K | – | 1419 |
|
|
2017
Q4 | $13K | Hold |
310
| – | – | ﹤0.01% | 802 |
|
|
2017
Q3 | $12K | Hold |
310
| – | – | ﹤0.01% | 837 |
|
|
2017
Q2 | $12K | Hold |
310
| – | – | ﹤0.01% | 736 |
|
|
2017
Q1 | $12K | Hold |
310
| – | – | ﹤0.01% | 703 |
|
|
2016
Q4 | $12K | Sell |
310
-30
| -9% | -$1.16K | ﹤0.01% | 692 |
|
|
2016
Q3 | $10K | Buy |
+340
| New | +$10K | ﹤0.01% | 693 |
|