CAPTRUST Financial Advisors’s iRhythm Holdings IRTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $740K | Buy |
6,270
+467
| +8% | +$67.4K | ﹤0.01% | 1782 |
|
|
2025
Q4 | $1.03M | Sell |
5,803
-40
| -0.7% | -$7.09K | ﹤0.01% | 1490 |
|
|
2025
Q3 | $1M | Buy |
5,843
+83
| +1% | +$13.2K | ﹤0.01% | 1426 |
|
|
2025
Q2 | $887K | Buy |
5,760
+1,588
| +38% | +$205K | ﹤0.01% | 1414 |
|
|
2025
Q1 | $437K | Buy |
4,172
+284
| +7% | +$30.1K | ﹤0.01% | 1721 |
|
|
2024
Q4 | $351K | Buy |
+3,888
| New | +$305K | ﹤0.01% | 1807 |
|
|
2024
Q1 | – | Sell |
-2,331
| Closed | -$250K | – | 2401 |
|
|
2023
Q4 | $250K | Buy |
+2,331
| New | +$203K | ﹤0.01% | 2236 |
|
|
2022
Q3 | – | Sell |
-935
| Closed | -$101K | – | 3047 |
|
|
2022
Q2 | $101K | Buy |
935
+448
| +92% | +$59.3K | ﹤0.01% | 2187 |
|
|
2022
Q1 | $77K | Buy |
487
+12
| +3% | +$1.54K | ﹤0.01% | 2468 |
|
|
2021
Q4 | $56K | Buy |
475
+168
| +55% | +$15.4K | ﹤0.01% | 2579 |
|
|
2021
Q3 | $18K | Sell |
307
-169
| -36% | -$8.96K | ﹤0.01% | 3231 |
|
|
2021
Q2 | $32K | Buy |
476
+196
| +70% | +$15.5K | ﹤0.01% | 2800 |
|
|
2021
Q1 | $39K | Sell |
280
-191
| -41% | -$34.2K | ﹤0.01% | 2589 |
|
|
2020
Q4 | $112K | Sell |
471
-7
| -1% | -$1.59K | ﹤0.01% | 1447 |
|
|
2020
Q3 | $110K | Sell |
478
-180
| -27% | -$31.8K | ﹤0.01% | 1302 |
|
|
2020
Q2 | $75K | Sell |
658
-113
| -15% | -$12.5K | ﹤0.01% | 1462 |
|
|
2020
Q1 | $58K | Buy |
+771
| New | +$63.9K | ﹤0.01% | 1329 |
|
|
2019
Q4 | – | Sell |
-334
| Closed | -$25K | – | 1392 |
|
|
2019
Q3 | $25K | Sell |
334
-5
| -1% | -$387 | ﹤0.01% | 1236 |
|
|
2019
Q2 | $27K | Sell |
339
-6
| -2% | -$437 | ﹤0.01% | 1184 |
|
|
2019
Q1 | $26K | Hold |
345
| – | – | ﹤0.01% | 1087 |
|
|
2018
Q4 | $24K | Buy |
+345
| New | +$26.2K | ﹤0.01% | 967 |
|
Other funds holding IRTC
VPM
RI
VCM
