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 |
|