Phillips Financial Management’s Alphatec Holdings ATEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $880K | Hold |
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|
2025
Q2 | $672K | Hold |
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|
2025
Q1 | $614K | Hold |
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|
2024
Q4 | $556K | Hold |
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|
2024
Q3 | $337K | Hold |
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|
2024
Q2 | $633K | Sell |
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|
2024
Q1 | $835K | Sell |
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|
2023
Q4 | $978K | Sell |
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|
2023
Q3 | $854K | Buy |
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|
2023
Q2 | $1.18M | Sell |
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|
2023
Q1 | $1.06M | Sell |
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|
2022
Q4 | $837K | Hold |
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|
2022
Q3 | $592K | Hold |
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|
2022
Q2 | $443K | Hold |
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|
2022
Q1 | $779K | Hold |
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|
2021
Q4 | $774K | Hold |
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|
2021
Q3 | $826K | Hold |
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|
2021
Q2 | $1K | Hold |
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|
2021
Q1 | $1.07M | Hold |
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|
2020
Q4 | $984K | Hold |
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|
2020
Q3 | $450K | Hold |
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|
2020
Q2 | $318K | Hold |
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|
2020
Q1 | $207K | Hold |
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|
2019
Q4 | $481K | Buy |
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