EWM
Empirical Wealth Management’s Cathay General Bancorp CATY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Buy |
31,248
+3,818
| +14% | +$174K | 0.03% | 267 |
|
|
2025
Q1 | $1.18M | Buy |
27,430
+2,855
| +12% | +$123K | 0.03% | 275 |
|
|
2024
Q4 | $1.17M | Buy |
24,575
+2,443
| +11% | +$116K | 0.03% | 260 |
|
|
2024
Q3 | $951K | Buy |
22,132
+7,451
| +51% | +$320K | 0.03% | 271 |
|
|
2024
Q2 | $554K | Buy |
14,681
+5,367
| +58% | +$202K | 0.02% | 336 |
|
|
2024
Q1 | $352K | Buy |
9,314
+720
| +8% | +$27.2K | 0.01% | 401 |
|
|
2023
Q4 | $383K | Sell |
8,594
-311
| -3% | -$13.9K | 0.01% | 356 |
|
|
2023
Q3 | $310K | Buy |
+8,905
| New | +$310K | 0.01% | 364 |
|
|
2023
Q1 | – | Sell |
-4,977
| Closed | -$203K | – | 466 |
|
|
2022
Q4 | $203K | Sell |
4,977
-786
| -14% | -$32.1K | 0.01% | 435 |
|
|
2022
Q3 | $222K | Hold |
5,763
| – | – | 0.01% | 424 |
|
|
2022
Q2 | $226K | Buy |
+5,763
| New | +$226K | 0.01% | 424 |
|