GeoWealth Management’s AptarGroup ATR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$313K Buy
1,999
+482
+32% +$75.4K 0.01% 535
2025
Q1
$225K Buy
1,517
+62
+4% +$9.2K 0.01% 628
2024
Q4
$229K Buy
1,455
+16
+1% +$2.51K 0.01% 713
2024
Q3
$231K Sell
1,439
-230
-14% -$36.8K 0.01% 674
2024
Q2
$235K Buy
1,669
+108
+7% +$15.2K 0.01% 644
2024
Q1
$225K Buy
+1,561
New +$225K 0.01% 649