Wells Fargo’s Perspective Therapeutics CATX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $132K | Buy |
38,243
+11,184
| +41% | +$38.5K | ﹤0.01% | 4630 |
|
2025
Q1 | $57.6K | Buy |
27,059
+597
| +2% | +$1.27K | ﹤0.01% | 4903 |
|
2024
Q4 | $84.4K | Buy |
26,462
+8,294
| +46% | +$26.5K | ﹤0.01% | 4800 |
|
2024
Q3 | $243K | Buy |
18,168
+2,049
| +13% | +$27.4K | ﹤0.01% | 4067 |
|
2024
Q2 | $161K | Buy |
16,119
+12,686
| +370% | +$126K | ﹤0.01% | 4296 |
|
2024
Q1 | $4.09K | Buy |
3,433
+274
| +9% | +$326 | ﹤0.01% | 5530 |
|
2023
Q4 | $1.27K | Sell |
3,159
-31,458
| -91% | -$12.6K | ﹤0.01% | 5734 |
|
2023
Q3 | $9.47K | Buy |
34,617
+351
| +1% | +$96 | ﹤0.01% | 5449 |
|
2023
Q2 | $22.9K | Buy |
34,266
+7,059
| +26% | +$4.72K | ﹤0.01% | 5398 |
|
2023
Q1 | $17.4K | Buy |
27,207
+20,959
| +335% | +$13.4K | ﹤0.01% | 5372 |
|
2022
Q4 | $1.54K | Buy |
6,248
+25
| +0.4% | +$6 | ﹤0.01% | 5743 |
|
2022
Q3 | $1K | Sell |
6,223
-8
| -0.1% | -$1 | ﹤0.01% | 5960 |
|
2022
Q2 | $2K | Sell |
6,231
-23
| -0.4% | -$7 | ﹤0.01% | 6001 |
|
2022
Q1 | $2K | Buy |
6,254
+103
| +2% | +$33 | ﹤0.01% | 6298 |
|
2021
Q4 | $2K | Buy |
6,151
+4
| +0.1% | +$1 | ﹤0.01% | 6310 |
|
2021
Q3 | $4K | Sell |
6,147
-43
| -0.7% | -$28 | ﹤0.01% | 6092 |
|
2021
Q2 | $5K | Sell |
6,190
-5
| -0.1% | -$4 | ﹤0.01% | 5986 |
|
2021
Q1 | $7K | Buy |
6,195
+4,377
| +241% | +$4.95K | ﹤0.01% | 6047 |
|
2020
Q4 | $1K | Buy |
1,818
+153
| +9% | +$84 | ﹤0.01% | 5990 |
|
2020
Q3 | $1K | Buy |
1,665
+1,212
| +268% | +$728 | ﹤0.01% | 5827 |
|
2020
Q2 | $0 | Buy |
453
+3
| +0.7% | – | ﹤0.01% | 5901 |
|
2020
Q1 | $0 | Buy |
+450
| New | – | ﹤0.01% | 5859 |
|
2018
Q4 | – | Sell |
-10,000
| Closed | -$5K | – | 5868 |
|
2018
Q3 | $5K | Hold |
10,000
| – | – | ﹤0.01% | 5694 |
|
2018
Q2 | $5K | Hold |
10,000
| – | – | ﹤0.01% | 5703 |
|
2018
Q1 | $4K | Hold |
10,000
| – | – | ﹤0.01% | 5673 |
|
2017
Q4 | $4K | Hold |
10,000
| – | – | ﹤0.01% | 5664 |
|
2017
Q3 | $5K | Hold |
10,000
| – | – | ﹤0.01% | 5629 |
|
2017
Q2 | $6K | Hold |
10,000
| – | – | ﹤0.01% | 5510 |
|
2017
Q1 | $6K | Hold |
10,000
| – | – | ﹤0.01% | 5567 |
|
2016
Q4 | $6K | Hold |
10,000
| – | – | ﹤0.01% | 5548 |
|
2016
Q3 | $7K | Sell |
10,000
-3,000
| -23% | -$2.1K | ﹤0.01% | 5507 |
|
2016
Q2 | $11K | Hold |
13,000
| – | – | ﹤0.01% | 5357 |
|
2016
Q1 | $12K | Buy |
13,000
+3,000
| +30% | +$2.77K | ﹤0.01% | 5400 |
|
2015
Q4 | $9K | Hold |
10,000
| – | – | ﹤0.01% | 5477 |
|
2015
Q3 | $14K | Hold |
10,000
| – | – | ﹤0.01% | 5374 |
|
2015
Q2 | $15K | Hold |
10,000
| – | – | ﹤0.01% | 5454 |
|
2015
Q1 | $16K | Hold |
10,000
| – | – | ﹤0.01% | 5253 |
|
2014
Q4 | $15K | Hold |
10,000
| – | – | ﹤0.01% | 5249 |
|
2014
Q3 | $17K | Hold |
10,000
| – | – | ﹤0.01% | 5206 |
|
2014
Q2 | $31K | Hold |
10,000
| – | – | ﹤0.01% | 5020 |
|
2014
Q1 | $22K | Hold |
10,000
| – | – | ﹤0.01% | 5055 |
|
2013
Q4 | $5K | Hold |
10,000
| – | – | ﹤0.01% | 5205 |
|
2013
Q3 | $7K | Hold |
10,000
| – | – | ﹤0.01% | 5084 |
|
2013
Q2 | $5K | Buy |
+10,000
| New | +$5K | ﹤0.01% | 5089 |
|