Taylor & Morgan Wealth Management’s Perspective Therapeutics CATX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q3 | $312K | Sell |
|
|||||
2025
Q2 | $323K | Buy |
|
|||||
2025
Q1 | $192K | Buy |
|
|||||
2024
Q4 | $179K | Buy |
|
|||||
2024
Q3 | $401K | Buy |
|
|||||
2024
Q2 | – | Sell |
|
|||||
2024
Q1 | $298K | Sell |
|
|||||
2023
Q4 | $251K | Buy |
|
|||||
2023
Q3 | $157K | Sell |
|
|||||
2023
Q2 | $398K | Sell |
|
|||||
2023
Q1 | $485K | Sell |
|
|||||
2022
Q4 | $190K | Hold |
|
|||||
2022
Q3 | $177K | Sell |
|
|||||
2022
Q2 | $240K | Buy |
|
|||||
2022
Q1 | $200K | Buy |
|
|||||
2021
Q4 | $132K | Buy |
|