Carson Wealth (CWM LLC)’s AptarGroup ATR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $231K | Sell |
1,474
-257
| -15% | -$40.3K | ﹤0.01% | 2049 |
|
|
2025
Q1 | $257K | Sell |
1,731
-401
| -19% | -$59.5K | ﹤0.01% | 1763 |
|
|
2024
Q4 | $335K | Buy |
2,132
+66
| +3% | +$10.4K | ﹤0.01% | 1529 |
|
|
2024
Q3 | $331K | Buy |
2,066
+993
| +93% | +$159K | ﹤0.01% | 1486 |
|
|
2024
Q2 | $151K | Buy |
1,073
+474
| +79% | +$66.7K | ﹤0.01% | 1730 |
|
|
2024
Q1 | $86K | Buy |
599
+59
| +11% | +$8.47K | ﹤0.01% | 1958 |
|
|
2023
Q4 | $67K | Buy |
540
+73
| +16% | +$9.06K | ﹤0.01% | 1999 |
|
|
2023
Q3 | $58K | Buy |
467
+131
| +39% | +$16.3K | ﹤0.01% | 1968 |
|
|
2023
Q2 | $39K | Sell |
336
-4
| -1% | -$464 | ﹤0.01% | 2150 |
|
|
2023
Q1 | $40K | Buy |
340
+14
| +4% | +$1.65K | ﹤0.01% | 2023 |
|
|
2022
Q4 | $36K | Sell |
326
-225
| -41% | -$24.8K | ﹤0.01% | 1950 |
|
|
2022
Q3 | $52K | Buy |
551
+203
| +58% | +$19.2K | ﹤0.01% | 1632 |
|
|
2022
Q2 | $36K | Buy |
348
+128
| +58% | +$13.2K | ﹤0.01% | 1773 |
|
|
2022
Q1 | $26K | Buy |
220
+37
| +20% | +$4.37K | ﹤0.01% | 1906 |
|
|
2021
Q4 | $22K | Buy |
+183
| New | +$22K | ﹤0.01% | 1932 |
|
|
2021
Q2 | $44K | Hold |
310
| – | – | ﹤0.01% | 1443 |
|
|
2021
Q1 | $44K | Hold |
310
| – | – | ﹤0.01% | 1443 |
|
|
2020
Q4 | $44K | Hold |
310
| – | – | ﹤0.01% | 1443 |
|
|
2020
Q3 | $44K | Hold |
310
| – | – | ﹤0.01% | 1443 |
|
|
2020
Q2 | $44K | Hold |
310
| – | – | ﹤0.01% | 1443 |
|
|
2020
Q1 | $44K | Hold |
310
| – | – | ﹤0.01% | 1443 |
|
|
2019
Q4 | $44K | Hold |
310
| – | – | ﹤0.01% | 1443 |
|
|
2019
Q3 | $44K | Hold |
310
| – | – | ﹤0.01% | 1443 |
|
|
2019
Q2 | $44K | Hold |
310
| – | – | ﹤0.01% | 1443 |
|
|
2019
Q1 | $44K | Buy |
+310
| New | +$44K | ﹤0.01% | 1443 |
|