Creative Planning’s Perspective Therapeutics CATX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $298K | Buy |
71,464
+31,049
| +77% | +$131K | ﹤0.01% | 3431 |
|
|
2025
Q4 | $111K | Sell |
40,415
-1,366
| -3% | -$3.9K | ﹤0.01% | 3694 |
|
|
2025
Q3 | $143K | Sell |
41,781
-196
| -0.5% | -$715 | ﹤0.01% | 3590 |
|
|
2025
Q2 | $144K | Buy |
41,977
+1,747
| +4% | +$4.61K | ﹤0.01% | 3344 |
|
|
2025
Q1 | $85.7K | Sell |
40,230
-30
| -0.1% | -$90 | ﹤0.01% | 3274 |
|
|
2024
Q4 | $128K | Sell |
40,260
-915
| -2% | -$7.47K | ﹤0.01% | 3101 |
|
|
2024
Q3 | $550K | Buy |
41,175
+23,655
| +135% | +$315K | ﹤0.01% | 2012 |
|
|
2024
Q2 | $175K | Sell |
17,520
-830
| -5% | -$12K | ﹤0.01% | 2715 |
|
|
2024
Q1 | $218K | Buy |
18,350
+4,500
| +32% | +$38.4K | ﹤0.01% | 2508 |
|
|
2023
Q4 | $55.7K | Buy |
13,850
+900
| +7% | +$2.53K | ﹤0.01% | 2637 |
|
|
2023
Q3 | $35.4K | Sell |
12,950
-500
| -4% | -$2.33K | ﹤0.01% | 2523 |
|
|
2023
Q2 | $89.8K | Buy |
13,450
+500
| +4% | +$3.04K | ﹤0.01% | 2363 |
|
|
2023
Q1 | $82.6K | Hold |
12,950
| – | – | ﹤0.01% | 2282 |
|
|
2022
Q4 | $32K | Hold |
12,950
| – | – | ﹤0.01% | 2282 |
|
|
2022
Q3 | $30K | Hold |
12,950
| – | – | ﹤0.01% | 2158 |
|
|
2022
Q2 | $40K | Hold |
12,950
| – | – | ﹤0.01% | 2080 |
|
|
2022
Q1 | $47K | Buy |
12,950
+1,500
| +13% | +$5.47K | ﹤0.01% | 2066 |
|
|
2021
Q4 | $44K | Hold |
11,450
| – | – | ﹤0.01% | 2005 |
|
|
2021
Q3 | $72K | Hold |
11,450
| – | – | ﹤0.01% | 1975 |
|
|
2021
Q2 | $91K | Sell |
11,450
-10
| -0.1% | -$88 | ﹤0.01% | 1883 |
|
|
2021
Q1 | $125K | Buy |
11,460
+1,381
| +14% | +$20.9K | ﹤0.01% | 2202 |
|
|
2020
Q4 | $45K | Hold |
10,079
| – | – | ﹤0.01% | 2115 |
|
|
2020
Q3 | $59K | Buy |
10,079
+7,879
| +358% | +$51.3K | ﹤0.01% | 1890 |
|
|
2020
Q2 | $12K | Hold |
2,200
| – | – | ﹤0.01% | 1864 |
|
|
2020
Q1 | $12K | Buy |
+2,200
| New | +$16.6K | ﹤0.01% | 1754 |
|
|
2015
Q4 | – | Sell |
-4,000
| Closed | -$56K | – | 4418 |
|
|
2015
Q3 | $56K | Sell |
4,000
-598
| -13% | -$8.63K | ﹤0.01% | 1958 |
|
|
2015
Q2 | $68K | Buy |
4,598
+4,250
| +1,221% | +$68.9K | ﹤0.01% | 1009 |
|
|
2015
Q1 | $5K | Buy |
+348
| New | +$5.17K | ﹤0.01% | 3511 |
|
Other funds holding CATX
APM
TCM
CC
OM
VCM
AAA
