MGWM
Marks Group Wealth Management’s AtriCure ATRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $949K | Buy |
28,973
+7,788
| +37% | +$255K | 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% | +$72.5K | 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% | +$176K | 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% | +$71.5K | 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 | +$882K | 0.12% | 160 |
|