Carson Wealth (CWM LLC)’s AtriCure ATRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62K | Sell |
1,894
-924
| -33% | -$30.2K | ﹤0.01% | 3097 |
|
|
2025
Q1 | $91K | Buy |
2,818
+891
| +46% | +$28.8K | ﹤0.01% | 2492 |
|
|
2024
Q4 | $59K | Buy |
1,927
+354
| +23% | +$10.8K | ﹤0.01% | 2673 |
|
|
2024
Q3 | $44K | Buy |
1,573
+768
| +95% | +$21.5K | ﹤0.01% | 2776 |
|
|
2024
Q2 | $18K | Buy |
805
+713
| +775% | +$15.9K | ﹤0.01% | 3161 |
|
|
2024
Q1 | $3K | Sell |
92
-66
| -42% | -$2.15K | ﹤0.01% | 3815 |
|
|
2023
Q4 | $6K | Buy |
158
+129
| +445% | +$4.9K | ﹤0.01% | 3393 |
|
|
2023
Q3 | $1K | Sell |
29
-40
| -58% | -$1.38K | ﹤0.01% | 3919 |
|
|
2023
Q2 | $3K | Buy |
69
+59
| +590% | +$2.57K | ﹤0.01% | 3592 |
|
|
2023
Q1 | $0 | Sell |
10
-180
| -95% | – | ﹤0.01% | 4023 |
|
|
2022
Q4 | $8K | Buy |
190
+171
| +900% | +$7.2K | ﹤0.01% | 2900 |
|
|
2022
Q3 | $1K | Buy |
19
+9
| +90% | +$474 | ﹤0.01% | 3590 |
|
|
2022
Q2 | $0 | Sell |
10
-27
| -73% | – | ﹤0.01% | 3747 |
|
|
2022
Q1 | $2K | Buy |
37
+3
| +9% | +$162 | ﹤0.01% | 3117 |
|
|
2021
Q4 | $2K | Buy |
+34
| New | +$2K | ﹤0.01% | 3077 |
|
|
2021
Q2 | $3K | Hold |
34
| – | – | ﹤0.01% | 2473 |
|
|
2021
Q1 | $3K | Hold |
34
| – | – | ﹤0.01% | 2473 |
|
|
2020
Q4 | $3K | Hold |
34
| – | – | ﹤0.01% | 2473 |
|
|
2020
Q3 | $3K | Hold |
34
| – | – | ﹤0.01% | 2473 |
|
|
2020
Q2 | $3K | Hold |
34
| – | – | ﹤0.01% | 2473 |
|
|
2020
Q1 | $3K | Hold |
34
| – | – | ﹤0.01% | 2473 |
|
|
2019
Q4 | $3K | Hold |
34
| – | – | ﹤0.01% | 2473 |
|
|
2019
Q3 | $3K | Hold |
34
| – | – | ﹤0.01% | 2473 |
|
|
2019
Q2 | $3K | Hold |
34
| – | – | ﹤0.01% | 2473 |
|
|
2019
Q1 | $3K | Buy |
+34
| New | +$3K | ﹤0.01% | 2473 |
|