Creative Planning’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 | $144K | Buy |
41,977
+1,747
| +4% | +$6.01K | ﹤0.01% | 3329 |
|
|
2025
Q1 | $85.7K | Sell |
40,230
-30
| -0.1% | -$64 | ﹤0.01% | 3258 |
|
|
2024
Q4 | $128K | Sell |
40,260
-915
| -2% | -$2.92K | ﹤0.01% | 3091 |
|
|
2024
Q3 | $550K | Buy |
41,175
+23,655
| +135% | +$316K | ﹤0.01% | 2012 |
|
|
2024
Q2 | $175K | Sell |
17,520
-830
| -5% | -$8.28K | ﹤0.01% | 2701 |
|
|
2024
Q1 | $218K | Buy |
18,350
+4,500
| +32% | +$53.6K | ﹤0.01% | 2498 |
|
|
2023
Q4 | $55.7K | Buy |
13,850
+900
| +7% | +$3.62K | ﹤0.01% | 2622 |
|
|
2023
Q3 | $35.4K | Sell |
12,950
-500
| -4% | -$1.37K | ﹤0.01% | 2504 |
|
|
2023
Q2 | $89.8K | Buy |
13,450
+500
| +4% | +$3.34K | ﹤0.01% | 2347 |
|
|
2023
Q1 | $82.6K | Hold |
12,950
| – | – | ﹤0.01% | 2266 |
|
|
2022
Q4 | $32K | Hold |
12,950
| – | – | ﹤0.01% | 2261 |
|
|
2022
Q3 | $30K | Hold |
12,950
| – | – | ﹤0.01% | 2127 |
|
|
2022
Q2 | $40K | Hold |
12,950
| – | – | ﹤0.01% | 2058 |
|
|
2022
Q1 | $47K | Buy |
12,950
+1,500
| +13% | +$5.44K | ﹤0.01% | 2057 |
|
|
2021
Q4 | $44K | Hold |
11,450
| – | – | ﹤0.01% | 2005 |
|
|
2021
Q3 | $72K | Hold |
11,450
| – | – | ﹤0.01% | 1965 |
|
|
2021
Q2 | $91K | Sell |
11,450
-10
| -0.1% | -$79 | ﹤0.01% | 1868 |
|
|
2021
Q1 | $125K | Buy |
11,460
+1,381
| +14% | +$15.1K | ﹤0.01% | 2151 |
|
|
2020
Q4 | $45K | Hold |
10,079
| – | – | ﹤0.01% | 2036 |
|
|
2020
Q3 | $59K | Buy |
10,079
+7,879
| +358% | +$46.1K | ﹤0.01% | 1843 |
|
|
2020
Q2 | $12K | Hold |
2,200
| – | – | ﹤0.01% | 1797 |
|
|
2020
Q1 | $12K | Buy |
+2,200
| New | +$12K | ﹤0.01% | 1698 |
|
|
2015
Q4 | – | Sell |
-4,000
| Closed | -$56K | – | 4272 |
|
|
2015
Q3 | $56K | Sell |
4,000
-598
| -13% | -$8.37K | ﹤0.01% | 1948 |
|
|
2015
Q2 | $68K | Buy |
4,598
+4,250
| +1,221% | +$62.9K | ﹤0.01% | 987 |
|
|
2015
Q1 | $5K | Buy |
+348
| New | +$5K | ﹤0.01% | 3449 |
|