Charles Schwab’s Perspective Therapeutics CATX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.85M | Buy |
537,470
+103,385
| +24% | +$356K | ﹤0.01% | 2690 |
|
|
2025
Q1 | $925K | Buy |
434,085
+27,119
| +7% | +$57.8K | ﹤0.01% | 2868 |
|
|
2024
Q4 | $1.3M | Sell |
406,966
-26,556
| -6% | -$84.7K | ﹤0.01% | 2821 |
|
|
2024
Q3 | $5.79M | Buy |
433,522
+298,778
| +222% | +$3.99M | ﹤0.01% | 2291 |
|
|
2024
Q2 | $1.34M | Buy |
134,744
+111,275
| +474% | +$1.11M | ﹤0.01% | 2831 |
|
|
2024
Q1 | $279K | Buy |
23,469
+11,868
| +102% | +$141K | ﹤0.01% | 3189 |
|
|
2023
Q4 | $46.6K | Hold |
11,601
| – | – | ﹤0.01% | 3410 |
|
|
2023
Q3 | $31.8K | Hold |
11,601
| – | – | ﹤0.01% | 3456 |
|
|
2023
Q2 | $77.5K | Hold |
11,601
| – | – | ﹤0.01% | 3369 |
|
|
2023
Q1 | $74K | Buy |
+11,601
| New | +$74K | ﹤0.01% | 3289 |
|
|
2022
Q1 | – | Sell |
-5,547
| Closed | -$22K | – | 3588 |
|
|
2021
Q4 | $22K | Hold |
5,547
| – | – | ﹤0.01% | 3578 |
|
|
2021
Q3 | $35K | Hold |
5,547
| – | – | ﹤0.01% | 3481 |
|
|
2021
Q2 | $45K | Hold |
5,547
| – | – | ﹤0.01% | 3383 |
|
|
2021
Q1 | $61K | Buy |
+5,547
| New | +$61K | ﹤0.01% | 3417 |
|