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 |
|