Mission Wealth Management’s Cathay General Bancorp CATY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$286K	Buy	+6,286	New	+$286K	0.01%	562
2024 Q4	–	Sell	-30,757	Closed	-$1.32M	–	629
2024 Q3	$1.32M	Hold	30,757	–	–	0.03%	226
2024 Q2	$1.16M	Hold	30,757	–	–	0.03%	228
2024 Q1	$1.16M	Hold	30,757	–	–	0.03%	248
2023 Q4	$1.37M	Hold	30,757	–	–	0.04%	188
2023 Q3	$1.07M	Hold	30,757	–	–	0.04%	201
2023 Q2	$990K	Sell	30,757 -35	-0.1%	-$1.13K	0.04%	211
2023 Q1	$1.06M	Hold	30,792	–	–	0.04%	199
2022 Q4	$1.26M	Buy	30,792 +35	+0.1%	+$1.43K	0.06%	163
2022 Q3	$1.18M	Hold	30,757	–	–	0.06%	156
2022 Q2	$1.2M	Hold	30,757	–	–	0.06%	159
2022 Q1	$1.38M	Hold	30,757	–	–	0.06%	145
2021 Q4	$1.32M	Hold	30,757	–	–	0.06%	150
2021 Q3	$1.27M	Hold	30,757	–	–	0.06%	145
2021 Q2	$1.21M	Hold	30,757	–	–	0.06%	150
2021 Q1	$1.25M	Hold	30,757	–	–	0.07%	130
2020 Q4	$990K	Hold	30,757	–	–	0.06%	147
2020 Q3	$667K	Hold	30,757	–	–	0.05%	164
2020 Q2	$809K	Hold	30,757	–	–	0.07%	134
2020 Q1	$706K	Hold	30,757	–	–	0.08%	121
2019 Q4	$1.17M	Hold	30,757	–	–	0.11%	103
2019 Q3	$1.07M	Hold	30,757	–	–	0.11%	96
2019 Q2	$1.1M	Hold	30,757	–	–	0.12%	89
2019 Q1	$1.04M	Hold	30,757	–	–	0.12%	96
2018 Q4	$1.03M	Hold	30,757	–	–	0.13%	85
2018 Q3	$1.28M	Hold	30,757	–	–	0.17%	75
2018 Q2	$1.25M	Hold	30,757	–	–	0.18%	70
2018 Q1	$1.23M	Hold	30,757	–	–	0.2%	59
2017 Q4	$1.3M	Hold	30,757	–	–	0.22%	54
2017 Q3	$1.24M	Hold	30,757	–	–	0.23%	51
2017 Q2	$1.17M	Hold	30,757	–	–	0.22%	55
2017 Q1	$1.16M	Buy	+30,757	New	+$1.16M	0.23%	53