Back to CATY
Physician Wealth Advisors, Inc. → CATY
Physician Wealth Advisors, Inc. CATY Position History
Cathay General Bancorp • Financial Services
Quarters held
5
Latest value
$253K
Q3 2026
Peak value
$264K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $56K |
| Q4 2025 | $56K |
| Q1 2026 | $58K |
| Q2 2026 | $264K |
| Q3 2026 | $253K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $253K | 4.3K | — | — |
| Q2 2026 | $264K | 4.3K | — | — |
| Q1 2026 | $58K | 1.2K | — | — |
| Q4 2025 | $56K | 1.2K | — | — |
| Q3 2025 | $56K | 1.2K | — | — |
Other funds holding CATY
$290.1M
$218.8M
$218.8M
$172.4M
$81.5M
$32.6M