Journey Strategic Wealth’s ATI ATI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $483K | Buy |
5,593
+188
| +3% | +$16.2K | 0.02% | 299 |
|
|
2025
Q1 | $281K | Sell |
5,405
-64
| -1% | -$3.33K | 0.01% | 353 |
|
|
2024
Q4 | $301K | Hold |
5,469
| – | – | 0.01% | 328 |
|
|
2024
Q3 | $366K | Hold |
5,469
| – | – | 0.01% | 282 |
|
|
2024
Q2 | $303K | Buy |
5,469
+146
| +3% | +$8.1K | 0.01% | 249 |
|
|
2024
Q1 | $272K | Sell |
5,323
-6,233
| -54% | -$319K | 0.01% | 211 |
|
|
2023
Q4 | $525K | Buy |
11,556
+6,233
| +117% | +$283K | 0.02% | 100 |
|
|
2023
Q3 | $219K | Sell |
5,323
-814
| -13% | -$33.5K | 0.01% | 155 |
|
|
2023
Q2 | $271K | Sell |
6,137
-6
| -0.1% | -$265 | 0.01% | 130 |
|
|
2023
Q1 | $242K | Buy |
+6,143
| New | +$242K | 0.03% | 197 |
|