Sendero Wealth Management’s AptarGroup ATR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $726K | Hold |
4,640
| – | – | 0.09% | 123 |
|
|
2025
Q1 | $688K | Buy |
4,640
+1,861
| +67% | +$276K | 0.1% | 123 |
|
|
2024
Q4 | $437K | Hold |
2,779
| – | – | 0.07% | 137 |
|
|
2024
Q3 | $445K | Hold |
2,779
| – | – | 0.07% | 130 |
|
|
2024
Q2 | $391K | Hold |
2,779
| – | – | 0.07% | 130 |
|
|
2024
Q1 | $400K | Hold |
2,779
| – | – | 0.07% | 132 |
|
|
2023
Q4 | $344K | Buy |
2,779
+210
| +8% | +$26K | 0.06% | 134 |
|
|
2023
Q3 | $321K | Buy |
2,569
+425
| +20% | +$53.1K | 0.07% | 131 |
|
|
2023
Q2 | $248K | Buy |
2,144
+312
| +17% | +$36.1K | 0.05% | 141 |
|
|
2023
Q1 | $217K | Buy |
+1,832
| New | +$217K | 0.07% | 98 |
|