Heritage Wealth Advisors’s AptarGroup ATR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $98.6K | Hold |
630
| – | – | ﹤0.01% | 249 |
|
|
2025
Q1 | $93.5K | Sell |
630
-140
| -18% | -$20.8K | ﹤0.01% | 248 |
|
|
2024
Q4 | $121K | Hold |
770
| – | – | 0.01% | 239 |
|
|
2024
Q3 | $123K | Hold |
770
| – | – | 0.01% | 247 |
|
|
2024
Q2 | $108K | Sell |
770
-1,000
| -56% | -$141K | ﹤0.01% | 247 |
|
|
2024
Q1 | $255K | Hold |
1,770
| – | – | 0.01% | 192 |
|
|
2023
Q4 | $219K | Hold |
1,770
| – | – | 0.01% | 206 |
|
|
2023
Q3 | $221K | Hold |
1,770
| – | – | 0.01% | 190 |
|
|
2023
Q2 | $205K | Hold |
1,770
| – | – | 0.01% | 204 |
|
|
2023
Q1 | $209K | Hold |
1,770
| – | – | 0.01% | 200 |
|
|
2022
Q4 | $195K | Hold |
1,770
| – | – | 0.01% | 212 |
|
|
2022
Q3 | $168K | Hold |
1,770
| – | – | 0.01% | 214 |
|
|
2022
Q2 | $183K | Buy |
+1,770
| New | +$183K | 0.01% | 206 |
|