Creative Planning’s Alphatec Holdings ATEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $853K | Buy |
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|
2025
Q2 | $645K | Sell |
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|
2025
Q1 | $600K | Buy |
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|
2024
Q4 | $503K | Buy |
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|
2024
Q3 | $270K | Buy |
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|
2024
Q2 | $276K | Buy |
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|
2024
Q1 | $171K | Buy |
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|
2023
Q4 | $173K | Sell |
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|
2023
Q3 | $305K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $142K | Buy |
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|
2022
Q3 | $99K | Sell |
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|
2022
Q2 | $75K | Buy |
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|
2022
Q1 | $127K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $246K | Sell |
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|
2020
Q2 | $189K | Buy |
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