AWM
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Axxcess Wealth Management’s AptarGroup ATR Stock Holding History

Axxcess Wealth Management’s Portfolio ATR Stock Details ATR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,576
Closed -$247K – 927
2025
Q2 		$247K Hold
1,576
– – 0.01% 777
2025
Q1 		$234K Buy
1,576
+1
+0.1% +$151 0.01% 768
2024
Q4 		$248K Hold
1,575
– – 0.01% 732
2024
Q3 		$252K Hold
1,575
– – 0.01% 750
2024
Q2 		$222K Hold
1,575
– – 0.01% 757
2024
Q1 		$227K Buy
+1,575
New +$213K 0.01% 770

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BTW
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