Morningstar Investment Management’s AptarGroup ATR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,068
| Closed | -$325K | – | 88 |
|
|
2024
Q4 | $325K | Hold |
2,068
| – | – | 0.03% | 154 |
|
|
2024
Q3 | $346K | Buy |
2,068
+84
| +4% | +$14.1K | 0.03% | 156 |
|
|
2024
Q2 | $279K | Hold |
1,984
| – | – | 0.03% | 158 |
|
|
2024
Q1 | $285K | Hold |
1,984
| – | – | 0.03% | 160 |
|
|
2023
Q4 | $245K | Buy |
1,984
+55
| +3% | +$6.79K | 0.03% | 168 |
|
|
2023
Q3 | $241K | Hold |
1,929
| – | – | 0.03% | 141 |
|
|
2023
Q2 | $223K | Buy |
+1,929
| New | +$223K | 0.03% | 152 |
|