Heritage Wealth Advisors’s AptarGroup ATR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $84.2K | Hold |
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|
2025
Q2 | $98.6K | Hold |
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|
2025
Q1 | $93.5K | Sell |
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|
2024
Q4 | $121K | Hold |
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|
2024
Q3 | $123K | Hold |
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|
2024
Q2 | $108K | Sell |
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|
2024
Q1 | $255K | Hold |
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|
2023
Q4 | $219K | Hold |
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|
2023
Q3 | $221K | Hold |
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|
2023
Q2 | $205K | Hold |
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|
2023
Q1 | $209K | Hold |
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|
2022
Q4 | $195K | Hold |
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|
2022
Q3 | $168K | Hold |
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|
2022
Q2 | $183K | Buy |
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