Diversified Trust’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 | $1.14M | Buy |
40,090
+2,654
| +7% | +$90.6K | 0.02% | 417 |
|
|
2025
Q4 | $1.48M | Buy |
37,436
+2,800
| +8% | +$103K | 0.03% | 328 |
|
|
2025
Q3 | $1.22M | Buy |
34,636
+714
| +2% | +$24.6K | 0.02% | 368 |
|
|
2025
Q2 | $1.11M | Hold |
33,922
| – | – | 0.02% | 353 |
|
|
2025
Q1 | $1.09M | Sell |
33,922
-2,679
| -7% | -$99.4K | 0.03% | 337 |
|
|
2024
Q4 | $1.12M | Sell |
36,601
-3,130
| -8% | -$101K | 0.03% | 345 |
|
|
2024
Q3 | $1.11M | Buy |
39,731
+4,751
| +14% | +$117K | 0.03% | 351 |
|
|
2024
Q2 | $796K | Buy |
34,980
+1,558
| +5% | +$36K | 0.02% | 397 |
|
|
2024
Q1 | $1.02M | Buy |
33,422
+6,139
| +23% | +$206K | 0.03% | 316 |
|
|
2023
Q4 | $974K | Buy |
27,283
+8,703
| +47% | +$324K | 0.03% | 299 |
|
|
2023
Q3 | $814K | Buy |
18,580
+5,731
| +45% | +$280K | 0.03% | 316 |
|
|
2023
Q2 | $634K | Buy |
12,849
+1,599
| +14% | +$73.7K | 0.02% | 391 |
|
|
2023
Q1 | $466K | Sell |
11,250
-225
| -2% | -$9.34K | 0.02% | 486 |
|
|
2022
Q4 | $509K | Sell |
11,475
-597
| -5% | -$24.9K | 0.02% | 416 |
|
|
2022
Q3 | $472K | Buy |
12,072
+2,397
| +25% | +$110K | 0.02% | 411 |
|
|
2022
Q2 | $395K | Buy |
9,675
+2,225
| +30% | +$105K | 0.02% | 468 |
|
|
2022
Q1 | $489K | Sell |
7,450
-3,882
| -34% | -$252K | 0.02% | 458 |
|
|
2021
Q4 | $788K | Buy |
11,332
+5,082
| +81% | +$369K | 0.03% | 314 |
|
|
2021
Q3 | $435K | Sell |
6,250
-950
| -13% | -$73.1K | 0.02% | 444 |
|
|
2021
Q2 | $571K | Sell |
7,200
-3,050
| -30% | -$222K | 0.02% | 357 |
|
|
2021
Q1 | $672K | Hold |
10,250
| – | – | 0.03% | 290 |
|
|
2020
Q4 | $571K | Hold |
10,250
| – | – | 0.02% | 309 |
|
|
2020
Q3 | $409K | Buy |
10,250
+2,125
| +26% | +$90.1K | 0.02% | 353 |
|
|
2020
Q2 | $365K | Buy |
8,125
+400
| +5% | +$17.4K | 0.02% | 327 |
|
|
2020
Q1 | $259K | Buy |
+7,725
| New | +$278K | 0.02% | 320 |
|
Other funds holding ATRC
HRCM
VPM
VCM
NAMI
