IFP Advisors’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 | $1.57K | Buy |
55
+46
| +511% | +$1.57K | ﹤0.01% | 4048 |
|
|
2025
Q4 | $356 | Sell |
9
-2
| -18% | -$73 | ﹤0.01% | 4361 |
|
|
2025
Q3 | $388 | Buy |
+11
| New | +$379 | ﹤0.01% | 4248 |
|
|
2025
Q2 | – | Sell |
-18
| Closed | -$585 | – | 4199 |
|
|
2025
Q1 | $581 | Sell |
18
-28
| -61% | -$1.04K | ﹤0.01% | 3426 |
|
|
2024
Q4 | $1.41K | Sell |
46
-2,517
| -98% | -$81K | ﹤0.01% | 3207 |
|
|
2024
Q3 | $71.9K | Sell |
2,563
-191
| -7% | -$4.71K | ﹤0.01% | 1559 |
|
|
2024
Q2 | $62.7K | Sell |
2,754
-31
| -1% | -$715 | ﹤0.01% | 1567 |
|
|
2024
Q1 | $84.7K | Sell |
2,785
-325
| -10% | -$10.9K | ﹤0.01% | 1357 |
|
|
2023
Q4 | $111K | Buy |
3,110
+203
| +7% | +$7.55K | 0.01% | 1201 |
|
|
2023
Q3 | $127K | Sell |
2,907
-14,651
| -83% | -$715K | 0.01% | 1155 |
|
|
2023
Q2 | $867K | Buy |
17,558
+14,621
| +498% | +$674K | 0.04% | 469 |
|
|
2023
Q1 | $71.1K | Sell |
2,937
-614
| -17% | -$25.5K | ﹤0.01% | 1411 |
|
|
2022
Q4 | $89K | Buy |
3,551
+7
| +0.2% | +$292 | ﹤0.01% | 1816 |
|
|
2022
Q3 | $89K | Buy |
3,544
+138
| +4% | +$6.31K | ﹤0.01% | 1937 |
|
|
2022
Q2 | $86K | Hold |
3,406
| – | – | ﹤0.01% | 1786 |
|
|
2022
Q1 | $86K | Buy |
3,406
+888
| +35% | +$57.5K | ﹤0.01% | 1786 |
|
|
2021
Q4 | $175K | Sell |
2,518
-6
| -0.2% | -$436 | ﹤0.01% | 1011 |
|
|
2021
Q3 | $176K | Buy |
2,524
+200
| +9% | +$15.4K | ﹤0.01% | 1017 |
|
|
2021
Q2 | $184K | Sell |
2,324
-1
| -0% | -$73 | ﹤0.01% | 943 |
|
|
2021
Q1 | $152K | Buy |
2,325
+385
| +20% | +$23.7K | ﹤0.01% | 967 |
|
|
2020
Q4 | $108K | Buy |
1,940
+905
| +87% | +$39.1K | ﹤0.01% | 1094 |
|
|
2020
Q3 | $40K | Buy |
1,035
+307
| +42% | +$13K | ﹤0.01% | 1369 |
|
|
2020
Q2 | $31K | Buy |
+728
| New | +$31.7K | ﹤0.01% | 1411 |
|
|
2016
Q1 | – | Sell |
-100
| Closed | -$2K | – | 2422 |
|
|
2015
Q4 | $2K | Buy |
+100
| New | +$2.06K | ﹤0.01% | 3296 |
|
Other funds holding ATRC
HRCM
VPM
VCM
NAMI