Focus Partners Wealth’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
$1.23M Buy
43,261
+1,707
+4% +$48.7K ﹤0.01% 1048
2025
Q1
$1.1M Buy
41,554
+19,557
+89% +$516K ﹤0.01% 1023
2024
Q4
$746K Buy
21,997
+1,933
+10% +$65.6K ﹤0.01% 1154
2024
Q3
$572K Buy
20,064
+418
+2% +$11.9K ﹤0.01% 1092
2024
Q2
$531K Buy
19,646
+102
+0.5% +$2.76K ﹤0.01% 932
2024
Q1
$386K Buy
19,544
+5,073
+35% +$100K ﹤0.01% 775
2023
Q4
$352K Buy
+14,471
New +$352K ﹤0.01% 640