EWM
Evercore Wealth Management’s AptarGroup ATR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.94M | Hold |
12,377
| – | – | 0.03% | 158 |
|
|
2025
Q1 | $1.84M | Sell |
12,377
-2,000
| -14% | -$297K | 0.03% | 161 |
|
|
2024
Q4 | $2.26M | Sell |
14,377
-500
| -3% | -$78.6K | 0.03% | 147 |
|
|
2024
Q3 | $2.38M | Hold |
14,877
| – | – | 0.04% | 147 |
|
|
2024
Q2 | $2.09M | Hold |
14,877
| – | – | 0.03% | 156 |
|
|
2024
Q1 | $2.14M | Buy |
14,877
+17
| +0.1% | +$2.45K | 0.03% | 159 |
|
|
2023
Q4 | $1.84M | Hold |
14,860
| – | – | 0.03% | 169 |
|
|
2023
Q3 | $1.86M | Hold |
14,860
| – | – | 0.03% | 160 |
|
|
2023
Q2 | $1.72M | Hold |
14,860
| – | – | 0.03% | 171 |
|
|
2023
Q1 | $1.76M | Hold |
14,860
| – | – | 0.04% | 161 |
|
|
2022
Q4 | $1.63M | Hold |
14,860
| – | – | 0.03% | 167 |
|
|
2022
Q3 | $1.41M | Sell |
14,860
-49
| -0.3% | -$4.66K | 0.03% | 166 |
|
|
2022
Q2 | $1.54M | Sell |
14,909
-6,000
| -29% | -$619K | 0.03% | 164 |
|
|
2022
Q1 | $2.46M | Sell |
20,909
-9
| -0% | -$1.06K | 0.04% | 150 |
|
|
2021
Q4 | $2.56M | Hold |
20,918
| – | – | 0.04% | 147 |
|
|
2021
Q3 | $2.5M | Hold |
20,918
| – | – | 0.05% | 152 |
|
|
2021
Q2 | $2.95M | Sell |
20,918
-10
| -0% | -$1.41K | 0.05% | 143 |
|
|
2021
Q1 | $2.97M | Sell |
20,928
-491
| -2% | -$69.6K | 0.06% | 140 |
|
|
2020
Q4 | $2.93M | Sell |
21,419
-11
| -0.1% | -$1.51K | 0.06% | 129 |
|
|
2020
Q3 | $2.43M | Buy |
21,430
+21
| +0.1% | +$2.38K | 0.06% | 134 |
|
|
2020
Q2 | $2.4M | Sell |
21,409
-1,000
| -4% | -$112K | 0.06% | 131 |
|
|
2020
Q1 | $2.23M | Buy |
22,409
+49
| +0.2% | +$4.88K | 0.07% | 123 |
|
|
2019
Q4 | $2.59M | Sell |
22,360
-3,625
| -14% | -$419K | 0.07% | 137 |
|
|
2019
Q3 | $3.08M | Buy |
25,985
+625
| +2% | +$74K | 0.09% | 122 |
|
|
2019
Q2 | $3.15M | Sell |
25,360
-232
| -0.9% | -$28.8K | 0.1% | 118 |
|
|
2019
Q1 | $2.72M | Sell |
25,592
-42,768
| -63% | -$4.55M | 0.09% | 122 |
|
|
2018
Q4 | $6.43M | Sell |
68,360
-120
| -0.2% | -$11.3K | 0.24% | 73 |
|
|
2018
Q3 | $7.38M | Sell |
68,480
-985
| -1% | -$106K | 0.24% | 71 |
|
|
2018
Q2 | $6.49M | Buy |
69,465
+61,120
| +732% | +$5.71M | 0.22% | 77 |
|
|
2018
Q1 | $750K | Sell |
8,345
-200
| -2% | -$18K | 0.03% | 204 |
|
|
2017
Q4 | $737K | Hold |
8,545
| – | – | 0.03% | 216 |
|
|
2017
Q3 | $738K | Hold |
8,545
| – | – | 0.03% | 209 |
|
|
2017
Q2 | $742K | Sell |
8,545
-2,250
| -21% | -$195K | 0.03% | 207 |
|
|
2017
Q1 | $831K | Sell |
10,795
-200
| -2% | -$15.4K | 0.03% | 201 |
|
|
2016
Q4 | $808K | Buy |
10,995
+1,070
| +11% | +$78.6K | 0.03% | 198 |
|
|
2016
Q3 | $768K | Sell |
9,925
-125
| -1% | -$9.67K | 0.03% | 203 |
|
|
2016
Q2 | $795K | Sell |
10,050
-100
| -1% | -$7.91K | 0.04% | 195 |
|
|
2016
Q1 | $796K | Sell |
10,150
-475
| -4% | -$37.3K | 0.04% | 196 |
|
|
2015
Q4 | $772K | Buy |
10,625
+2,425
| +30% | +$176K | 0.04% | 205 |
|
|
2015
Q3 | $541K | Hold |
8,200
| – | – | 0.03% | 243 |
|
|
2015
Q2 | $523K | Hold |
8,200
| – | – | 0.02% | 267 |
|
|
2015
Q1 | $521K | Sell |
8,200
-200
| -2% | -$12.7K | 0.02% | 266 |
|
|
2014
Q4 | $561K | Hold |
8,400
| – | – | 0.03% | 224 |
|
|
2014
Q3 | $510K | Sell |
8,400
-142
| -2% | -$8.62K | 0.03% | 261 |
|
|
2014
Q2 | $573K | Sell |
8,542
-1,258
| -13% | -$84.4K | 0.03% | 254 |
|
|
2014
Q1 | $649K | Sell |
9,800
-200
| -2% | -$13.2K | 0.04% | 228 |
|
|
2013
Q4 | $678K | Hold |
10,000
| – | – | 0.04% | 227 |
|
|
2013
Q3 | $601K | Hold |
10,000
| – | – | 0.03% | 258 |
|
|
2013
Q2 | $552K | Buy |
+10,000
| New | +$552K | 0.03% | 266 |
|