Creative Planning’s AtriCure ATRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $395K | Sell |
12,046
-1,235
| -9% | -$40.5K | ﹤0.01% | 2658 |
|
|
2025
Q1 | $428K | Buy |
13,281
+1,558
| +13% | +$50.3K | ﹤0.01% | 2427 |
|
|
2024
Q4 | $358K | Buy |
11,723
+280
| +2% | +$8.56K | ﹤0.01% | 2514 |
|
|
2024
Q3 | $321K | Buy |
+11,443
| New | +$321K | ﹤0.01% | 2461 |
|
|
2023
Q4 | – | Sell |
-4,643
| Closed | -$203K | – | 2734 |
|
|
2023
Q3 | $203K | Buy |
+4,643
| New | +$203K | ﹤0.01% | 2223 |
|
|
2015
Q4 | – | Sell |
-50
| Closed | -$1K | – | 4259 |
|
|
2015
Q3 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 3983 |
|