Allworth Financial’s AtriCure ATRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $328 | Buy |
10
+4
| +67% | +$131 | ﹤0.01% | 4219 |
|
|
2025
Q1 | $203 | Buy |
+6
| New | +$203 | ﹤0.01% | 3862 |
|
|
2024
Q4 | – | Sell |
-26
| Closed | -$730 | – | 3942 |
|
|
2024
Q3 | $730 | Sell |
26
-69
| -73% | -$1.94K | ﹤0.01% | 3327 |
|
|
2024
Q2 | $2.3K | Buy |
95
+73
| +332% | +$1.77K | ﹤0.01% | 2860 |
|
|
2024
Q1 | $670 | Hold |
22
| – | – | ﹤0.01% | 3201 |
|
|
2023
Q4 | $786 | Sell |
22
-104
| -83% | -$3.72K | ﹤0.01% | 3033 |
|
|
2023
Q3 | $5.52K | Sell |
126
-43
| -25% | -$1.88K | ﹤0.01% | 2063 |
|
|
2023
Q2 | $8.34K | Sell |
169
-100
| -37% | -$4.94K | ﹤0.01% | 1918 |
|
|
2023
Q1 | $11.2K | Buy |
+269
| New | +$11.2K | ﹤0.01% | 1753 |
|
|
2022
Q2 | – | Sell |
-169
| Closed | -$11K | – | 2384 |
|
|
2022
Q1 | $11K | Buy |
+169
| New | +$11K | ﹤0.01% | 1453 |
|