LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s AptarGroup ATR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62.6K | Hold |
400
| – | – | ﹤0.01% | 380 |
|
|
2025
Q1 | $59.2K | Hold |
400
| – | – | ﹤0.01% | 373 |
|
|
2024
Q4 | $63.4K | Sell |
400
-4
| -1% | -$634 | ﹤0.01% | 375 |
|
|
2024
Q3 | $67.3K | Buy |
404
+4
| +1% | +$666 | ﹤0.01% | 371 |
|
|
2024
Q2 | $57.8K | Hold |
400
| – | – | ﹤0.01% | 381 |
|
|
2024
Q1 | $56.1K | Hold |
400
| – | – | ﹤0.01% | 385 |
|
|
2023
Q4 | $52K | Hold |
400
| – | – | ﹤0.01% | 397 |
|
|
2023
Q3 | $49.4K | Hold |
400
| – | – | ﹤0.01% | 420 |
|
|
2023
Q2 | $46.3K | Hold |
400
| – | – | ﹤0.01% | 433 |
|
|
2023
Q1 | $47.3K | Hold |
400
| – | – | ﹤0.01% | 415 |
|
|
2022
Q4 | $44K | Sell |
400
-600
| -60% | -$66K | ﹤0.01% | 412 |
|
|
2022
Q3 | $95K | Hold |
1,000
| – | – | ﹤0.01% | 354 |
|
|
2022
Q2 | $103K | Buy |
1,000
+600
| +150% | +$61.8K | ﹤0.01% | 357 |
|
|
2022
Q1 | $47K | Hold |
400
| – | – | ﹤0.01% | 448 |
|
|
2021
Q4 | $49K | Sell |
400
-400
| -50% | -$49K | ﹤0.01% | 465 |
|
|
2021
Q3 | $95K | Buy |
800
+772
| +2,757% | +$91.7K | ﹤0.01% | 391 |
|
|
2021
Q2 | $4K | Buy |
+28
| New | +$4K | ﹤0.01% | 754 |
|
|
2021
Q1 | – | Sell |
-30
| Closed | -$4K | – | 332 |
|
|
2020
Q4 | $4K | Sell |
30
-678
| -96% | -$90.4K | ﹤0.01% | 701 |
|
|
2020
Q3 | $80K | Hold |
708
| – | – | ﹤0.01% | 347 |
|
|
2020
Q2 | $79K | Sell |
708
-125
| -15% | -$13.9K | ﹤0.01% | 333 |
|
|
2020
Q1 | $83K | Sell |
833
-212
| -20% | -$21.1K | ﹤0.01% | 315 |
|
|
2019
Q4 | $121K | Buy |
1,045
+1,037
| +12,963% | +$120K | ﹤0.01% | 325 |
|
|
2019
Q3 | $0 | Hold |
8
| – | – | ﹤0.01% | 679 |
|
|
2019
Q2 | $0 | Hold |
8
| – | – | ﹤0.01% | 710 |
|
|
2019
Q1 | $0 | Hold |
8
| – | – | ﹤0.01% | 704 |
|
|
2018
Q4 | $0 | Hold |
8
| – | – | ﹤0.01% | 693 |
|
|
2018
Q3 | $0 | Sell |
8
-50
| -86% | – | ﹤0.01% | 652 |
|
|
2018
Q2 | $5K | Hold |
58
| – | – | ﹤0.01% | 577 |
|
|
2018
Q1 | $5K | Hold |
58
| – | – | ﹤0.01% | 621 |
|
|
2017
Q4 | $5K | Hold |
58
| – | – | ﹤0.01% | 604 |
|
|
2017
Q3 | $5K | Buy |
58
+8
| +16% | +$690 | ﹤0.01% | 591 |
|
|
2017
Q2 | $4K | Hold |
50
| – | – | ﹤0.01% | 587 |
|
|
2017
Q1 | $4K | Hold |
50
| – | – | ﹤0.01% | 584 |
|
|
2016
Q4 | $4K | Hold |
50
| – | – | ﹤0.01% | 569 |
|
|
2016
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 582 |
|
|
2016
Q2 | $4K | Sell |
50
-50
| -50% | -$4K | ﹤0.01% | 597 |
|
|
2016
Q1 | $8K | Buy |
+100
| New | +$8K | ﹤0.01% | 549 |
|
|
2015
Q2 | – | Sell |
-78
| Closed | -$5K | – | 611 |
|
|
2015
Q1 | $5K | Hold |
78
| – | – | ﹤0.01% | 589 |
|
|
2014
Q4 | $5K | Sell |
78
-39
| -33% | -$2.5K | ﹤0.01% | 596 |
|
|
2014
Q3 | $7K | Hold |
117
| – | – | ﹤0.01% | 554 |
|
|
2014
Q2 | $8K | Sell |
117
-225
| -66% | -$15.4K | ﹤0.01% | 567 |
|
|
2014
Q1 | $23K | Buy |
342
+67
| +24% | +$4.51K | ﹤0.01% | 481 |
|
|
2013
Q4 | $19K | Sell |
275
-2,250
| -89% | -$155K | ﹤0.01% | 473 |
|
|
2013
Q3 | $152K | Sell |
2,525
-77,699
| -97% | -$4.68M | ﹤0.01% | 269 |
|
|
2013
Q2 | $4.43M | Buy |
+80,224
| New | +$4.43M | 0.14% | 96 |
|