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Belpointe Asset Management’s Alphatec Holdings ATEC Stock Holding History

Belpointe Asset Management’s Portfolio ATEC Stock Details ATEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$154K Buy
14,155
+105
+0.7% +$1.53K 0.01% 1038
2025
Q4 		$296K Hold
14,050
– – 0.01% 829
2025
Q3 		$204K Sell
14,050
-4,450
-24% -$61.9K 0.01% 929
2025
Q2 		$205K Hold
18,500
– – 0.01% 878
2025
Q1 		$188K Buy
18,500
+3,500
+23% +$37.6K 0.01% 868
2024
Q4 		$104K Sell
15,000
-1,000
-6% -$7.98K 0.01% 833
2024
Q3 		$89K Buy
+16,000
New +$123K 0.01% 846
2023
Q2 		– Sell
-2,177
Closed -$34K – 777
2023
Q1 		$34K Buy
2,177
+177
+9% +$2.5K ﹤0.01% 1963
2022
Q4 		$24.7K Buy
+2,000
New +$20.2K ﹤0.01% 2032

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State Street
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Geode Capital Management
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N
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Millennium Management
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return