Balboa Wealth Partners’s AptarGroup ATR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $255K | Buy |
1,628
+52
| +3% | +$8.14K | 0.05% | 283 |
|
|
2025
Q1 | $234K | Buy |
1,576
+1
| +0.1% | +$148 | 0.06% | 237 |
|
|
2024
Q4 | $248K | Hold |
1,575
| – | – | 0.06% | 241 |
|
|
2024
Q3 | $252K | Hold |
1,575
| – | – | 0.06% | 218 |
|
|
2024
Q2 | $222K | Hold |
1,575
| – | – | 0.06% | 237 |
|
|
2024
Q1 | $227K | Buy |
+1,575
| New | +$227K | 0.07% | 203 |
|
|
2023
Q2 | – | Sell |
-1,773
| Closed | -$210K | – | 302 |
|
|
2023
Q1 | $210K | Buy |
+1,773
| New | +$210K | 0.08% | 221 |
|