Cyndeo Wealth Partners’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 | $520K | Hold |
46,841
| – | – | 0.03% | 300 |
|
|
2025
Q1 | $475K | Hold |
46,841
| – | – | 0.03% | 305 |
|
|
2024
Q4 | $430K | Hold |
46,841
| – | – | 0.03% | 319 |
|
|
2024
Q3 | $260K | Hold |
46,841
| – | – | 0.02% | 396 |
|
|
2024
Q2 | $489K | Hold |
46,841
| – | – | 0.04% | 285 |
|
|
2024
Q1 | $646K | Hold |
46,841
| – | – | 0.05% | 236 |
|
|
2023
Q4 | $708K | Hold |
46,841
| – | – | 0.07% | 218 |
|
|
2023
Q3 | $608K | Hold |
46,841
| – | – | 0.06% | 211 |
|
|
2023
Q2 | $842K | Hold |
46,841
| – | – | 0.09% | 179 |
|
|
2023
Q1 | $731K | Hold |
46,841
| – | – | 0.08% | 193 |
|
|
2022
Q4 | $578K | Buy |
+46,841
| New | +$578K | 0.07% | 204 |
|