JFS 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 | $8.76K | Buy |
56
+1
| +2% | +$156 | ﹤0.01% | 905 |
|
|
2025
Q1 | $8.16K | Buy |
55
+2
| +4% | +$297 | ﹤0.01% | 946 |
|
|
2024
Q4 | $8.33K | Hold |
53
| – | – | ﹤0.01% | 914 |
|
|
2024
Q3 | $8.49K | Buy |
53
+2
| +4% | +$320 | ﹤0.01% | 912 |
|
|
2024
Q2 | $7.18K | Hold |
51
| – | – | ﹤0.01% | 907 |
|
|
2024
Q1 | $7.34K | Hold |
51
| – | – | ﹤0.01% | 927 |
|
|
2023
Q4 | $6.31K | Buy |
51
+2
| +4% | +$247 | ﹤0.01% | 964 |
|
|
2023
Q3 | $6.13K | Hold |
49
| – | – | ﹤0.01% | 908 |
|
|
2023
Q2 | $5.68K | Hold |
49
| – | – | ﹤0.01% | 941 |
|
|
2023
Q1 | $5.79K | Buy |
49
+9
| +23% | +$1.06K | ﹤0.01% | 929 |
|
|
2022
Q4 | $4.4K | Buy |
40
+5
| +14% | +$550 | ﹤0.01% | 1041 |
|
|
2022
Q3 | $3K | Buy |
35
+12
| +52% | +$1.03K | ﹤0.01% | 1137 |
|
|
2022
Q2 | $2K | Sell |
23
-18
| -44% | -$1.57K | ﹤0.01% | 1276 |
|
|
2022
Q1 | $5K | Buy |
41
+25
| +156% | +$3.05K | ﹤0.01% | 1017 |
|
|
2021
Q4 | $2K | Buy |
+16
| New | +$2K | ﹤0.01% | 1028 |
|