CAPTRUST Financial Advisors’s AtriCure ATRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $251K | Buy |
8,787
+843
| +11% | +$28.8K | ﹤0.01% | 2524 |
|
|
2025
Q4 | $314K | Buy |
7,944
+579
| +8% | +$21.2K | ﹤0.01% | 2217 |
|
|
2025
Q3 | $260K | Buy |
7,365
+66
| +0.9% | +$2.27K | ﹤0.01% | 2275 |
|
|
2025
Q2 | $239K | Buy |
7,299
+598
| +9% | +$19.4K | ﹤0.01% | 2189 |
|
|
2025
Q1 | $216K | Sell |
6,701
-1,475
| -18% | -$54.8K | ﹤0.01% | 2130 |
|
|
2024
Q4 | $250K | Sell |
8,176
-15
| -0.2% | -$482 | ﹤0.01% | 2016 |
|
|
2024
Q3 | $230K | Buy |
+8,191
| New | +$202K | ﹤0.01% | 2052 |
|
|
2024
Q2 | – | Sell |
-7,173
| Closed | -$218K | – | 2203 |
|
|
2024
Q1 | $218K | Sell |
7,173
-9,114
| -56% | -$305K | ﹤0.01% | 1957 |
|
|
2023
Q4 | $581K | Sell |
16,287
-9,757
| -37% | -$363K | ﹤0.01% | 1642 |
|
|
2023
Q3 | $1.14M | Buy |
26,044
+82
| +0.3% | +$4K | ﹤0.01% | 1134 |
|
|
2023
Q2 | $1.28M | Buy |
25,962
+20,369
| +364% | +$939K | 0.01% | 1053 |
|
|
2023
Q1 | $232K | Buy |
5,593
+88
| +2% | +$3.65K | ﹤0.01% | 1954 |
|
|
2022
Q4 | $244K | Sell |
5,505
-80
| -1% | -$3.34K | ﹤0.01% | 1822 |
|
|
2022
Q3 | $218K | Sell |
5,585
-1,102
| -16% | -$50.4K | ﹤0.01% | 1765 |
|
|
2022
Q2 | $273K | Buy |
6,687
+1,312
| +24% | +$62.1K | ﹤0.01% | 1480 |
|
|
2022
Q1 | $353K | Sell |
5,375
-1,680
| -24% | -$109K | ﹤0.01% | 1339 |
|
|
2021
Q4 | $491K | Buy |
7,055
+4,511
| +177% | +$328K | ﹤0.01% | 1135 |
|
|
2021
Q3 | $177K | Buy |
2,544
+135
| +6% | +$10.4K | ﹤0.01% | 1648 |
|
|
2021
Q2 | $191K | Buy |
2,409
+1,502
| +166% | +$109K | ﹤0.01% | 1558 |
|
|
2021
Q1 | $59K | Sell |
907
-3,593
| -80% | -$221K | ﹤0.01% | 2322 |
|
|
2020
Q4 | $251K | Hold |
4,500
| – | – | ﹤0.01% | 1102 |
|
|
2020
Q3 | $172K | Hold |
4,500
| – | – | ﹤0.01% | 1102 |
|
|
2020
Q2 | $204K | Buy |
+4,500
| New | +$196K | ﹤0.01% | 1027 |
|
|
2019
Q4 | – | Sell |
-4,500
| Closed | -$112K | – | 1059 |
|
|
2019
Q3 | $112K | Hold |
4,500
| – | – | ﹤0.01% | 738 |
|
|
2019
Q2 | $134K | Buy |
+4,500
| New | +$131K | 0.01% | 655 |
|
Other funds holding ATRC
HRCM
VPM
VCM
NAMI
