Clearstead 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	–	Sell	-662	Closed	-$117K	–	2551
2025 Q4	$117K	Buy	662 +444	+204%	+$78.7K	﹤0.01%	1081
2025 Q3	$37.5K	Sell	218 -187	-46%	-$29.7K	﹤0.01%	1378
2025 Q2	$62.4K	Buy	405 +178	+78%	+$23K	﹤0.01%	1215
2025 Q1	$23.8K	Sell	227 -468	-67%	-$49.6K	﹤0.01%	1371
2024 Q4	$62.7K	Sell	695 -145	-17%	-$11.4K	﹤0.01%	1114
2024 Q3	$62.4K	Sell	840 -443	-35%	-$35.3K	﹤0.01%	1155
2024 Q2	$138K	Buy	1,283 +283	+28%	+$28.9K	﹤0.01%	925
2024 Q1	$98.9K	Hold	1,000	–	–	﹤0.01%	612
2023 Q4	$107K	Sell	1,000 -1,100	-52%	-$95.9K	0.01%	572
2023 Q3	$198K	Buy	2,100 +1,050	+100%	+$107K	0.01%	572
2023 Q2	$110K	Buy	+1,050	New	+$126K	0.01%	554