Marks Group Wealth Management’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	$827K	Hold	28,973	–	–	0.08%	205
2025 Q4	$1.15M	Hold	28,973	–	–	0.11%	176
2025 Q3	$1.02M	Hold	28,973	–	–	0.09%	175
2025 Q2	$949K	Buy	28,973 +7,788	+37%	+$253K	0.09%	182
2025 Q1	$683K	Hold	21,185	–	–	0.07%	211
2024 Q4	$647K	Hold	21,185	–	–	0.06%	199
2024 Q3	$594K	Hold	21,185	–	–	0.06%	207
2024 Q2	$482K	Buy	21,185 +3,186	+18%	+$73.5K	0.05%	225
2024 Q1	$548K	Hold	17,999	–	–	0.06%	211
2023 Q4	$642K	Hold	17,999	–	–	0.07%	194
2023 Q3	$788K	Hold	17,999	–	–	0.1%	179
2023 Q2	$888K	Buy	17,999 +3,564	+25%	+$164K	0.11%	171
2023 Q1	$598K	Hold	14,435	–	–	0.08%	197
2022 Q4	$641K	Hold	14,435	–	–	0.09%	188
2022 Q3	$564K	Hold	14,435	–	–	0.09%	191
2022 Q2	$590K	Buy	14,435 +1,749	+14%	+$82.8K	0.09%	200
2022 Q1	$833K	Hold	12,686	–	–	0.1%	179
2021 Q4	$882K	Hold	12,686	–	–	0.11%	186
2021 Q3	$882K	Buy	+12,686	New	+$976K	0.12%	160