IFP Advisors’s AptarGroup ATR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $44.9K | Sell |
356
-13
| -4% | -$1.69K | ﹤0.01% | 2313 |
|
|
2025
Q4 | $45K | Buy |
369
+118
| +47% | +$14.6K | ﹤0.01% | 2240 |
|
|
2025
Q3 | $33.5K | Buy |
251
+118
| +89% | +$17.1K | ﹤0.01% | 2294 |
|
|
2025
Q2 | $66.1K | Sell |
133
-653
| -83% | -$98.6K | ﹤0.01% | 1894 |
|
|
2025
Q1 | $117K | Buy |
786
+57
| +8% | +$8.58K | ﹤0.01% | 1436 |
|
|
2024
Q4 | $115K | Sell |
729
-743
| -50% | -$124K | ﹤0.01% | 1403 |
|
|
2024
Q3 | $236K | Sell |
1,472
-40
| -3% | -$5.93K | 0.01% | 1014 |
|
|
2024
Q2 | $213K | Buy |
1,512
+1,411
| +1,397% | +$204K | 0.01% | 1016 |
|
|
2024
Q1 | $14.5K | Buy |
101
+13
| +15% | +$1.76K | ﹤0.01% | 2112 |
|
|
2023
Q4 | $10.9K | Buy |
88
+3
| +4% | +$377 | ﹤0.01% | 2159 |
|
|
2023
Q3 | $10.6K | Sell |
85
-15
| -15% | -$1.84K | ﹤0.01% | 2232 |
|
|
2023
Q2 | $11.6K | Buy |
100
+5
| +5% | +$586 | ﹤0.01% | 2243 |
|
|
2023
Q1 | $8.81K | Sell |
95
-196
| -67% | -$22.3K | ﹤0.01% | 2344 |
|
|
2022
Q4 | $28K | Sell |
291
-2,646
| -90% | -$272K | ﹤0.01% | 2638 |
|
|
2022
Q3 | $279K | Buy |
2,937
+54
| +2% | +$5.62K | 0.01% | 1232 |
|
|
2022
Q2 | $274K | Hold |
2,883
| – | – | 0.01% | 1126 |
|
|
2022
Q1 | $274K | Buy |
2,883
+1,876
| +186% | +$221K | 0.01% | 1126 |
|
|
2021
Q4 | $124K | Buy |
1,007
+19
| +2% | +$2.36K | ﹤0.01% | 1169 |
|
|
2021
Q3 | $119K | Buy |
988
+54
| +6% | +$7.1K | ﹤0.01% | 1207 |
|
|
2021
Q2 | $133K | Buy |
934
+121
| +15% | +$17.8K | ﹤0.01% | 1099 |
|
|
2021
Q1 | $116K | Buy |
813
+107
| +15% | +$14.8K | ﹤0.01% | 1102 |
|
|
2020
Q4 | $97K | Buy |
706
+93
| +15% | +$11.5K | ﹤0.01% | 1149 |
|
|
2020
Q3 | $69K | Buy |
613
+183
| +43% | +$21.4K | ﹤0.01% | 1159 |
|
|
2020
Q2 | $46K | Buy |
430
+399
| +1,287% | +$42.5K | ﹤0.01% | 1251 |
|
|
2020
Q1 | $3K | Buy |
31
+2
| +7% | +$217 | ﹤0.01% | 2223 |
|
|
2019
Q4 | $3K | Hold |
29
| – | – | ﹤0.01% | 2344 |
|
|
2019
Q3 | $3K | Buy |
+29
| New | +$3.51K | ﹤0.01% | 2505 |
|
|
2019
Q1 | – | Sell |
-49
| Closed | -$5K | – | 2422 |
|
|
2018
Q4 | $5K | Sell |
49
-72
| -60% | -$7.34K | ﹤0.01% | 2815 |
|
|
2018
Q3 | $13K | Buy |
121
+7
| +6% | +$719 | ﹤0.01% | 2687 |
|
|
2018
Q2 | $11K | Hold |
114
| – | – | ﹤0.01% | 2817 |
|
|
2018
Q1 | $10K | Hold |
114
| – | – | ﹤0.01% | 2774 |
|
|
2017
Q4 | $10K | Sell |
114
-144
| -56% | -$12.6K | ﹤0.01% | 2815 |
|
|
2017
Q3 | $22K | Sell |
258
-40
| -13% | -$3.4K | ﹤0.01% | 2526 |
|
|
2017
Q2 | $26K | Buy |
298
+40
| +16% | +$3.29K | ﹤0.01% | 2414 |
|
|
2017
Q1 | $20K | Sell |
258
-5
| -2% | -$373 | ﹤0.01% | 2500 |
|
|
2016
Q4 | $19K | Hold |
263
| – | – | ﹤0.01% | 2491 |
|
|
2016
Q3 | $20K | Buy |
263
+65
| +33% | +$5.08K | ﹤0.01% | 2386 |
|
|
2016
Q2 | $16K | Buy |
+198
| New | +$15.3K | ﹤0.01% | 2476 |
|
|
2016
Q1 | – | Sell |
-199
| Closed | -$14K | – | 2420 |
|
|
2015
Q4 | $14K | Buy |
+199
| New | +$14.4K | ﹤0.01% | 2368 |
|
Other funds holding ATR
VPM
VCM
BTW