MFG
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Mendota Financial Group’s Perspective Therapeutics CATX Stock Holding History

Mendota Financial Group’s Portfolio CATX Stock Details CATX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,750
Closed -$5.58K – 145
2024
Q4 		$5.58K Buy
1,750
+1,000
+133% +$8.16K ﹤0.01% 262
2024
Q3 		$10K Hold
750
– – ﹤0.01% 242
2024
Q2 		$7.48K Hold
750
– – ﹤0.01% 238
2024
Q1 		$8.93K Sell
750
-750
-50% -$6.39K 0.01% 241
2023
Q4 		$6.03K Hold
1,500
– – ﹤0.01% 290
2023
Q3 		$4.11K Hold
1,500
– – ﹤0.01% 231
2023
Q2 		$10K Buy
+1,500
New +$9.11K 0.01% 199
2023
Q1 		– Sell
-1,500
Closed -$3.71K – 312
2022
Q4 		$3.71K Buy
+1,500
New +$4.94K ﹤0.01% 245

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Vanguard Group
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DM
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OCA
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AAA
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APM
Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return
NWMG
Nicholson Wealth Management Group Charlestown, South Carolina $171M AUM 10.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return