Cyndeo Wealth Partners’s Alphatec Holdings ATEC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$510K	Hold	46,841	–	–	0.03%	322
2025 Q4	$986K	Hold	46,841	–	–	0.05%	240
2025 Q3	$681K	Hold	46,841	–	–	0.04%	279
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	+$472K	0.07%	204