Creative Planning’s ATAI Life Sciences ATAI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.9K | Buy |
18,232
+5,120
| +39% | +$11.2K | ﹤0.01% | 3514 |
|
|
2025
Q1 | $17.8K | Sell |
13,112
-14,700
| -53% | -$20K | ﹤0.01% | 3386 |
|
|
2024
Q4 | $37K | Hold |
27,812
| – | – | ﹤0.01% | 3264 |
|
|
2024
Q3 | $32.3K | Sell |
27,812
-845
| -3% | -$980 | ﹤0.01% | 3123 |
|
|
2024
Q2 | $38.1K | Buy |
28,657
+2,845
| +11% | +$3.78K | ﹤0.01% | 2927 |
|
|
2024
Q1 | $50.9K | Sell |
25,812
-2,406
| -9% | -$4.74K | ﹤0.01% | 2765 |
|
|
2023
Q4 | $39.8K | Buy |
28,218
+2,406
| +9% | +$3.39K | ﹤0.01% | 2645 |
|
|
2023
Q3 | $33.3K | Hold |
25,812
| – | – | ﹤0.01% | 2511 |
|
|
2023
Q2 | $44.4K | Hold |
25,812
| – | – | ﹤0.01% | 2425 |
|
|
2023
Q1 | $46.7K | Buy |
25,812
+14,435
| +127% | +$26.1K | ﹤0.01% | 2328 |
|
|
2022
Q4 | $30.3K | Buy |
11,377
+265
| +2% | +$705 | ﹤0.01% | 2266 |
|
|
2022
Q3 | $37K | Sell |
11,112
-100
| -0.9% | -$333 | ﹤0.01% | 2108 |
|
|
2022
Q2 | $41K | Sell |
11,212
-1,910
| -15% | -$6.98K | ﹤0.01% | 2054 |
|
|
2022
Q1 | $67K | Buy |
+13,122
| New | +$67K | ﹤0.01% | 2025 |
|