WealthPlan Investment Management’s Perspective Therapeutics CATX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.38M Hold
401,049
0.1% 155
2025
Q1
$854K Hold
401,049
0.08% 141
2024
Q4
$1.28M Buy
401,049
+61,757
+18% +$197K 0.13% 121
2024
Q3
$4.53M Buy
+339,292
New +$4.53M 0.46% 73