Congress Asset Management’s Alphatec Holdings ATEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.31M | Sell |
388,135
-44,777
| -10% | -$497K | 0.03% | 239 |
|
|
2025
Q1 | $4.39M | Sell |
432,912
-2,054
| -0.5% | -$20.8K | 0.03% | 235 |
|
|
2024
Q4 | $3.99M | Buy |
434,966
+305,296
| +235% | +$2.8M | 0.03% | 245 |
|
|
2024
Q3 | $721K | Sell |
129,670
-1,479
| -1% | -$8.22K | ﹤0.01% | 311 |
|
|
2024
Q2 | $1.37M | Sell |
131,149
-1,454
| -1% | -$15.2K | 0.01% | 289 |
|
|
2024
Q1 | $1.83M | Buy |
+132,603
| New | +$1.83M | 0.01% | 279 |
|