SVWAG
Sound View Wealth Advisors Group’s AptarGroup ATR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $299K | Buy |
1,910
+139
| +8% | +$21.7K | 0.02% | 348 |
|
|
2025
Q1 | $263K | Sell |
1,771
-32
| -2% | -$4.75K | 0.02% | 354 |
|
|
2024
Q4 | $283K | Hold |
1,803
| – | – | 0.02% | 349 |
|
|
2024
Q3 | $289K | Hold |
1,803
| – | – | 0.02% | 336 |
|
|
2024
Q2 | $254K | Hold |
1,803
| – | – | 0.03% | 328 |
|
|
2024
Q1 | $259K | Hold |
1,803
| – | – | 0.03% | 323 |
|
|
2023
Q4 | $223K | Hold |
1,803
| – | – | 0.02% | 357 |
|
|
2023
Q3 | $225K | Hold |
1,803
| – | – | 0.03% | 335 |
|
|
2023
Q2 | $209K | Buy |
1,803
+18
| +1% | +$2.09K | 0.03% | 349 |
|
|
2023
Q1 | $211K | Sell |
1,785
-18
| -1% | -$2.13K | 0.03% | 341 |
|
|
2022
Q4 | $223K | Buy |
+1,803
| New | +$223K | 0.02% | 357 |
|