Geneos Wealth Management’s AtriCure ATRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.2K | Buy |
+1,135
| New | +$37.2K | ﹤0.01% | 1729 |
|
|
2022
Q1 | – | Sell |
-1,135
| Closed | -$78K | – | 2753 |
|
|
2021
Q4 | $78K | Sell |
1,135
-69
| -6% | -$4.74K | ﹤0.01% | 1269 |
|
|
2021
Q3 | $84K | Buy |
1,204
+69
| +6% | +$4.81K | ﹤0.01% | 1242 |
|
|
2021
Q2 | $92K | Hold |
1,135
| – | – | ﹤0.01% | 1191 |
|
|
2021
Q1 | $87K | Hold |
1,135
| – | – | ﹤0.01% | 1363 |
|
|
2020
Q4 | $71K | Hold |
1,135
| – | – | ﹤0.01% | 1281 |
|
|
2020
Q3 | $45K | Hold |
1,135
| – | – | ﹤0.01% | 1292 |
|
|
2020
Q2 | $49K | Hold |
1,135
| – | – | ﹤0.01% | 1219 |
|
|
2020
Q1 | $34K | Hold |
1,135
| – | – | ﹤0.01% | 1267 |
|
|
2019
Q4 | $36K | Hold |
1,135
| – | – | ﹤0.01% | 1418 |
|
|
2019
Q3 | $27K | Hold |
1,135
| – | – | ﹤0.01% | 1467 |
|
|
2019
Q2 | $33K | Hold |
1,135
| – | – | ﹤0.01% | 1388 |
|
|
2019
Q1 | $30K | Hold |
1,135
| – | – | ﹤0.01% | 1377 |
|
|
2018
Q4 | $33K | Hold |
1,135
| – | – | ﹤0.01% | 1284 |
|
|
2018
Q3 | $39K | Hold |
1,135
| – | – | ﹤0.01% | 1280 |
|
|
2018
Q2 | $30K | Hold |
1,135
| – | – | ﹤0.01% | 1278 |
|
|
2018
Q1 | $23K | Buy |
+1,135
| New | +$23K | ﹤0.01% | 1324 |
|