Mount Yale Investment 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 | $321K | Sell |
2,052
-2,241
| -52% | -$350K | 0.03% | 434 |
|
|
2025
Q1 | $637K | Sell |
4,293
-641
| -13% | -$95.1K | 0.05% | 278 |
|
|
2024
Q4 | $775K | Buy |
4,934
+3,664
| +289% | +$576K | 0.06% | 253 |
|
|
2024
Q3 | $203K | Buy |
+1,270
| New | +$203K | 0.02% | 516 |
|
|
2018
Q3 | – | Sell |
-195
| Closed | -$18K | – | 940 |
|
|
2018
Q2 | $18K | Buy |
195
+88
| +82% | +$8.12K | ﹤0.01% | 809 |
|
|
2018
Q1 | $10K | Buy |
+107
| New | +$10K | ﹤0.01% | 835 |
|