HighMark 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 | $2.74M | Hold |
83,725
| – | – | 1.34% | 14 |
|
|
2025
Q1 | $2.7M | Hold |
83,725
| – | – | 1.6% | 11 |
|
|
2024
Q4 | $2.56M | Buy |
83,725
+13,500
| +19% | +$413K | 1.47% | 11 |
|
|
2024
Q3 | $1.97M | Buy |
70,225
+500
| +0.7% | +$14K | 1.08% | 14 |
|
|
2024
Q2 | $1.59M | Buy |
69,725
+60,600
| +664% | +$1.38M | 0.96% | 11 |
|
|
2024
Q1 | $278K | Hold |
9,125
| – | – | 0.17% | 51 |
|
|
2023
Q4 | $326K | Buy |
9,125
+6,300
| +223% | +$225K | 0.24% | 43 |
|
|
2023
Q3 | $124K | Buy |
2,825
+1,800
| +176% | +$78.8K | 0.1% | 69 |
|
|
2023
Q2 | $50.6K | Hold |
1,025
| – | – | 0.04% | 117 |
|
|
2023
Q1 | $42.5K | Hold |
1,025
| – | – | 0.03% | 147 |
|
|
2022
Q4 | $45.5K | Hold |
1,025
| – | – | 0.03% | 109 |
|
|
2022
Q3 | $40K | Hold |
1,025
| – | – | 0.03% | 108 |
|
|
2022
Q2 | $42K | Buy |
1,025
+700
| +215% | +$28.7K | 0.03% | 108 |
|
|
2022
Q1 | $21K | Buy |
+325
| New | +$21K | 0.01% | 171 |
|
|
2021
Q4 | – | Sell |
-327
| Closed | -$23K | – | 495 |
|
|
2021
Q3 | $23K | Sell |
327
-2
| -0.6% | -$141 | 0.02% | 169 |
|
|
2021
Q2 | $26K | Buy |
329
+7
| +2% | +$553 | 0.02% | 165 |
|
|
2021
Q1 | $21K | Sell |
322
-147
| -31% | -$9.59K | 0.02% | 164 |
|
|
2020
Q4 | $26K | Sell |
469
-2,372
| -83% | -$131K | 0.02% | 146 |
|
|
2020
Q3 | $78K | Buy |
2,841
+2,636
| +1,286% | +$72.4K | 0.07% | 80 |
|
|
2020
Q2 | $9K | Buy |
+205
| New | +$9K | 0.01% | 211 |
|