TMWM
Taylor & Morgan Wealth Management’s Perspective Therapeutics CATX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $323K | Buy |
94,000
+4,000
| +4% | +$13.8K | 0.22% | 52 |
|
|
2025
Q1 | $192K | Buy |
90,000
+34,000
| +61% | +$72.4K | 0.14% | 64 |
|
|
2024
Q4 | $179K | Buy |
56,000
+26,000
| +87% | +$82.9K | 0.13% | 71 |
|
|
2024
Q3 | $401K | Buy |
+30,000
| New | +$401K | 0.27% | 48 |
|
|
2024
Q2 | – | Sell |
-250,000
| Closed | -$298K | – | 65 |
|
|
2024
Q1 | $298K | Sell |
250,000
-375,000
| -60% | -$446K | 0.22% | 51 |
|
|
2023
Q4 | $251K | Buy |
625,000
+50,000
| +9% | +$20.1K | 0.2% | 51 |
|
|
2023
Q3 | $157K | Sell |
575,000
-20,582
| -3% | -$5.63K | 0.14% | 55 |
|
|
2023
Q2 | $398K | Sell |
595,582
-164,261
| -22% | -$110K | 0.33% | 44 |
|
|
2023
Q1 | $485K | Sell |
759,843
-10,511
| -1% | -$6.71K | 0.42% | 44 |
|
|
2022
Q4 | $190K | Hold |
770,354
| – | – | 0.18% | 62 |
|
|
2022
Q3 | $177K | Sell |
770,354
-5,000
| -0.6% | -$1.15K | 0.18% | 60 |
|
|
2022
Q2 | $240K | Buy |
775,354
+225,354
| +41% | +$69.8K | 0.23% | 59 |
|
|
2022
Q1 | $200K | Buy |
550,000
+210,000
| +62% | +$76.4K | 0.16% | 60 |
|
|
2021
Q4 | $132K | Buy |
+340,000
| New | +$132K | 0.11% | 64 |
|