Avantax Advisory Services’s AptarGroup ATR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$323K Sell
2,067
-189
-8% -$29.6K ﹤0.01% 1848
2025
Q1
$335K Buy
2,256
+348
+18% +$51.6K ﹤0.01% 1760
2024
Q4
$300K Buy
1,908
+448
+31% +$70.4K ﹤0.01% 1778
2024
Q3
$234K Buy
+1,460
New +$234K ﹤0.01% 1921
2021
Q3
Sell
-1,439
Closed -$205K 1180
2021
Q2
$205K Sell
1,439
-108
-7% -$15.4K ﹤0.01% 1072
2021
Q1
$222K Sell
1,547
-59
-4% -$8.47K ﹤0.01% 932
2020
Q4
$220K Sell
1,606
-1,367
-46% -$187K 0.01% 844
2020
Q3
$337K Sell
2,973
-2,750
-48% -$312K 0.01% 968
2020
Q2
$639K Sell
5,723
-90
-2% -$10K 0.02% 427
2020
Q1
$577K Sell
5,813
-162
-3% -$16.1K 0.02% 410
2019
Q4
$690K Buy
5,975
+3,131
+110% +$362K 0.02% 404
2019
Q3
$336K Buy
+2,844
New +$336K 0.01% 409