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Congress Wealth Management’s AptarGroup ATR Stock Holding History

Congress Wealth Management’s Portfolio ATR Stock Details ATR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$9.25M Sell
59,118
-15,848
-21% -$2.48M 0.09% 264
2025
Q1 		$11.1M Sell
74,966
-13,108
-15% -$1.94M 0.13% 182
2024
Q4 		$13.8M Sell
88,074
-606
-0.7% -$95.2K 0.19% 153
2024
Q3 		$14.2M Buy
+88,680
New +$14.2M 0.19% 160