LPL Financial’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 | $593K | Sell |
20,785
-122
| -0.6% | -$4.16K | ﹤0.01% | 4615 |
|
|
2025
Q4 | $827K | Buy |
20,907
+2,921
| +16% | +$107K | ﹤0.01% | 4258 |
|
|
2025
Q3 | $634K | Buy |
17,986
+4,685
| +35% | +$161K | ﹤0.01% | 4430 |
|
|
2025
Q2 | $436K | Buy |
13,301
+1,928
| +17% | +$62.7K | ﹤0.01% | 4486 |
|
|
2025
Q1 | $367K | Sell |
11,373
-92
| -0.8% | -$3.42K | ﹤0.01% | 4441 |
|
|
2024
Q4 | $350K | Buy |
11,465
+584
| +5% | +$18.8K | ﹤0.01% | 4389 |
|
|
2024
Q3 | $305K | Buy |
10,881
+1,074
| +11% | +$26.5K | ﹤0.01% | 4419 |
|
|
2024
Q2 | $223K | Sell |
9,807
-6,663
| -40% | -$154K | ﹤0.01% | 4485 |
|
|
2024
Q1 | $501K | Sell |
16,470
-3,330
| -17% | -$112K | ﹤0.01% | 3775 |
|
|
2023
Q4 | $707K | Buy |
19,800
+376
| +2% | +$14K | ﹤0.01% | 3362 |
|
|
2023
Q3 | $851K | Sell |
19,424
-79
| -0.4% | -$3.85K | ﹤0.01% | 3037 |
|
|
2023
Q2 | $963K | Buy |
19,503
+361
| +2% | +$16.6K | ﹤0.01% | 2863 |
|
|
2023
Q1 | $793K | Sell |
19,142
-128
| -0.7% | -$5.31K | ﹤0.01% | 2938 |
|
|
2022
Q4 | $855K | Sell |
19,270
-2,385
| -11% | -$99.6K | ﹤0.01% | 2757 |
|
|
2022
Q3 | $847K | Sell |
21,655
-188
| -0.9% | -$8.6K | ﹤0.01% | 2670 |
|
|
2022
Q2 | $893K | Sell |
21,843
-513
| -2% | -$24.3K | ﹤0.01% | 2662 |
|
|
2022
Q1 | $1.47M | Sell |
22,356
-1,139
| -5% | -$73.8K | ﹤0.01% | 2294 |
|
|
2021
Q4 | $1.63M | Sell |
23,495
-909
| -4% | -$66.1K | ﹤0.01% | 2241 |
|
|
2021
Q3 | $1.7M | Buy |
24,404
+6,103
| +33% | +$470K | ﹤0.01% | 2175 |
|
|
2021
Q2 | $1.45M | Buy |
18,301
+3,433
| +23% | +$250K | ﹤0.01% | 2243 |
|
|
2021
Q1 | $974K | Buy |
14,868
+3,446
| +30% | +$212K | ﹤0.01% | 2412 |
|
|
2020
Q4 | $636K | Buy |
11,422
+3,383
| +42% | +$146K | ﹤0.01% | 2535 |
|
|
2020
Q3 | $321K | Buy |
8,039
+1,050
| +15% | +$44.5K | ﹤0.01% | 2860 |
|
|
2020
Q2 | $314K | Buy |
+6,989
| New | +$304K | ﹤0.01% | 2802 |
|
|
2020
Q1 | – | Sell |
-11,061
| Closed | -$360K | – | 3222 |
|
|
2019
Q4 | $360K | Buy |
11,061
+187
| +2% | +$5.32K | ﹤0.01% | 2633 |
|
|
2019
Q3 | $271K | Buy |
10,874
+206
| +2% | +$5.88K | ﹤0.01% | 2763 |
|
|
2019
Q2 | $318K | Buy |
10,668
+3,136
| +42% | +$91.6K | ﹤0.01% | 2649 |
|
|
2019
Q1 | $202K | Buy |
7,532
+364
| +5% | +$11.1K | ﹤0.01% | 2933 |
|
|
2018
Q4 | $219K | Buy |
+7,168
| New | +$223K | ﹤0.01% | 2740 |
|
Other funds holding ATRC
HRCM
VPM
VCM
NAMI
