Creative Planning’s Atai Beckley NV ATAI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$136K Buy
2025
Q2
$39.9K Buy
2025
Q1
$17.8K Sell
2024
Q4
$37K Hold
2024
Q3
$32.3K Sell
2024
Q2
$38.1K Buy
2024
Q1
$50.9K Sell
2023
Q4
$39.8K Buy
2023
Q3
$33.3K Hold
2023
Q2
$44.4K Hold
2023
Q1
$46.7K Buy
2022
Q4
$30.3K Buy
2022
Q3
$37K Sell
2022
Q2
$41K Sell
2022
Q1
$67K Buy