WANY
Wealthspire Advisors (New York)’s Catalyst Pharmaceutical CPRX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $800K | Buy |
36,879
+2,445
| +7% | +$53.1K | ﹤0.01% | 430 |
|
2025
Q1 | $835K | Buy |
34,434
+79
| +0.2% | +$1.92K | 0.01% | 421 |
|
2024
Q4 | $717K | Buy |
34,355
+84
| +0.2% | +$1.75K | 0.01% | 433 |
|
2024
Q3 | $681K | Sell |
34,271
-2,021
| -6% | -$40.2K | 0.01% | 437 |
|
2024
Q2 | $562K | Hold |
36,292
| – | – | 0.01% | 408 |
|
2024
Q1 | $578K | Hold |
36,292
| – | – | 0.01% | 400 |
|
2023
Q4 | $610K | Hold |
36,292
| – | – | 0.01% | 389 |
|
2023
Q3 | $424K | Sell |
36,292
-2,978
| -8% | -$34.8K | 0.01% | 421 |
|
2023
Q2 | $528K | Hold |
39,270
| – | – | 0.01% | 349 |
|
2023
Q1 | $651K | Buy |
39,270
+4,614
| +13% | +$76.5K | 0.01% | 314 |
|
2022
Q4 | $645K | Buy |
34,656
+386
| +1% | +$7.18K | 0.01% | 342 |
|
2022
Q3 | $440K | Sell |
34,270
-48,500
| -59% | -$623K | 0.01% | 355 |
|
2022
Q2 | $580K | Hold |
82,770
| – | – | 0.01% | 294 |
|
2022
Q1 | $686K | Sell |
82,770
-55,000
| -40% | -$456K | 0.02% | 227 |
|
2021
Q4 | $933K | Sell |
137,770
-200,000
| -59% | -$1.35M | 0.02% | 238 |
|
2021
Q3 | $1.79M | Hold |
337,770
| – | – | 0.04% | 177 |
|
2021
Q2 | $1.94M | Hold |
337,770
| – | – | 0.05% | 114 |
|
2021
Q1 | $1.56M | Hold |
337,770
| – | – | 0.04% | 203 |
|
2020
Q4 | $1.13M | Hold |
337,770
| – | – | 0.03% | 195 |
|
2020
Q3 | $1M | Hold |
337,770
| – | – | 0.06% | 123 |
|
2020
Q2 | $1.56M | Hold |
337,770
| – | – | 0.11% | 79 |
|
2020
Q1 | $1.3M | Buy |
+337,770
| New | +$1.3M | 0.05% | 164 |
|