Creative Planning’s NCR Atleos NATL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $914K | Buy |
32,052
+725
| +2% | +$20.7K | ﹤0.01% | 1940 |
|
|
2025
Q1 | $826K | Buy |
31,327
+1,663
| +6% | +$43.9K | ﹤0.01% | 1868 |
|
|
2024
Q4 | $1.01M | Buy |
29,664
+993
| +3% | +$33.7K | ﹤0.01% | 1635 |
|
|
2024
Q3 | $818K | Buy |
28,671
+438
| +2% | +$12.5K | ﹤0.01% | 1682 |
|
|
2024
Q2 | $763K | Buy |
+28,233
| New | +$763K | ﹤0.01% | 1611 |
|