Carson Wealth (CWM LLC)’s Alphatec Holdings ATEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $394K | Buy |
35,540
+4,204
| +13% | +$46.6K | ﹤0.01% | 1703 |
|
|
2025
Q1 | $318K | Buy |
31,336
+12,598
| +67% | +$128K | ﹤0.01% | 1632 |
|
|
2024
Q4 | $172K | Buy |
18,738
+12,683
| +209% | +$116K | ﹤0.01% | 1924 |
|
|
2024
Q3 | $34K | Buy |
6,055
+4,584
| +312% | +$25.7K | ﹤0.01% | 2979 |
|
|
2024
Q2 | $15K | Buy |
1,471
+536
| +57% | +$5.47K | ﹤0.01% | 3284 |
|
|
2024
Q1 | $13K | Buy |
935
+283
| +43% | +$3.94K | ﹤0.01% | 3164 |
|
|
2023
Q4 | $10K | Sell |
652
-14
| -2% | -$215 | ﹤0.01% | 3161 |
|
|
2023
Q3 | $9K | Buy |
666
+542
| +437% | +$7.32K | ﹤0.01% | 3166 |
|
|
2023
Q2 | $2K | Buy |
124
+41
| +49% | +$661 | ﹤0.01% | 3741 |
|
|
2023
Q1 | $1K | Hold |
83
| – | – | ﹤0.01% | 3762 |
|
|
2022
Q4 | $1K | Hold |
83
| – | – | ﹤0.01% | 3681 |
|
|
2022
Q3 | $1K | Sell |
83
-100
| -55% | -$1.21K | ﹤0.01% | 3588 |
|
|
2022
Q2 | $1K | Buy |
183
+100
| +120% | +$546 | ﹤0.01% | 3474 |
|
|
2022
Q1 | $1K | Hold |
83
| – | – | ﹤0.01% | 3274 |
|
|
2021
Q4 | $1K | Buy |
+83
| New | +$1K | ﹤0.01% | 3226 |
|
|
2021
Q2 | $1K | Hold |
83
| – | – | ﹤0.01% | 2721 |
|
|
2021
Q1 | $1K | Hold |
83
| – | – | ﹤0.01% | 2721 |
|
|
2020
Q4 | $1K | Hold |
83
| – | – | ﹤0.01% | 2721 |
|
|
2020
Q3 | $1K | Hold |
83
| – | – | ﹤0.01% | 2721 |
|
|
2020
Q2 | $1K | Hold |
83
| – | – | ﹤0.01% | 2721 |
|
|
2020
Q1 | $1K | Hold |
83
| – | – | ﹤0.01% | 2721 |
|
|
2019
Q4 | $1K | Hold |
83
| – | – | ﹤0.01% | 2721 |
|
|
2019
Q3 | $1K | Hold |
83
| – | – | ﹤0.01% | 2721 |
|
|
2019
Q2 | $1K | Hold |
83
| – | – | ﹤0.01% | 2721 |
|
|
2019
Q1 | $1K | Buy |
+83
| New | +$1K | ﹤0.01% | 2721 |
|