Steward Partners Investment Advisory’s AptarGroup ATR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.1K | Sell |
269
-12
| -4% | -$1.88K | ﹤0.01% | 2557 |
|
|
2025
Q1 | $41.7K | Buy |
281
+5
| +2% | +$742 | ﹤0.01% | 2476 |
|
|
2024
Q4 | $43.4K | Buy |
276
+12
| +5% | +$1.89K | ﹤0.01% | 2415 |
|
|
2024
Q3 | $42.3K | Buy |
264
+65
| +33% | +$10.4K | ﹤0.01% | 2317 |
|
|
2024
Q2 | $28K | Buy |
199
+23
| +13% | +$3.24K | ﹤0.01% | 2375 |
|
|
2024
Q1 | $25.3K | Hold |
176
| – | – | ﹤0.01% | 2419 |
|
|
2023
Q4 | $21.8K | Buy |
176
+93
| +112% | +$11.5K | ﹤0.01% | 2362 |
|
|
2023
Q3 | $10.4K | Hold |
83
| – | – | ﹤0.01% | 2584 |
|
|
2023
Q2 | $9.62K | Sell |
83
-1,692
| -95% | -$196K | ﹤0.01% | 2580 |
|
|
2023
Q1 | $210K | Buy |
1,775
+633
| +55% | +$74.8K | ﹤0.01% | 1254 |
|
|
2022
Q4 | $126K | Buy |
1,142
+637
| +126% | +$70.1K | ﹤0.01% | 1454 |
|
|
2022
Q3 | $48K | Sell |
505
-1,187
| -70% | -$113K | ﹤0.01% | 1812 |
|
|
2022
Q2 | $175K | Buy |
1,692
+34
| +2% | +$3.52K | ﹤0.01% | 1258 |
|
|
2022
Q1 | $195K | Sell |
1,658
-97
| -6% | -$11.4K | ﹤0.01% | 1304 |
|
|
2021
Q4 | $215K | Buy |
1,755
+168
| +11% | +$20.6K | ﹤0.01% | 1283 |
|
|
2021
Q3 | $189K | Buy |
1,587
+137
| +9% | +$16.3K | ﹤0.01% | 1291 |
|
|
2021
Q2 | $204K | Buy |
1,450
+93
| +7% | +$13.1K | ﹤0.01% | 1534 |
|
|
2021
Q1 | $192K | Buy |
1,357
+211
| +18% | +$29.9K | ﹤0.01% | 1324 |
|
|
2020
Q4 | $157K | Buy |
1,146
+66
| +6% | +$9.04K | ﹤0.01% | 1168 |
|
|
2020
Q3 | $122K | Buy |
1,080
+262
| +32% | +$29.6K | ﹤0.01% | 1140 |
|
|
2020
Q2 | $92K | Buy |
818
+718
| +718% | +$80.8K | ﹤0.01% | 1186 |
|
|
2020
Q1 | $9K | Buy |
100
+8
| +9% | +$720 | ﹤0.01% | 1889 |
|
|
2019
Q4 | $10K | Sell |
92
-60
| -39% | -$6.52K | ﹤0.01% | 1999 |
|
|
2019
Q3 | $18K | Buy |
152
+26
| +21% | +$3.08K | ﹤0.01% | 1755 |
|
|
2019
Q2 | $15K | Buy |
+126
| New | +$15K | ﹤0.01% | 1805 |
|
|
2018
Q4 | – | Sell |
-116
| Closed | -$12K | – | 863 |
|
|
2018
Q3 | $12K | Sell |
116
-5,018
| -98% | -$519K | ﹤0.01% | 1791 |
|
|
2018
Q2 | $479K | Buy |
5,134
+17
| +0.3% | +$1.59K | 0.03% | 473 |
|
|
2018
Q1 | $459K | Buy |
5,117
+151
| +3% | +$13.5K | 0.03% | 443 |
|
|
2017
Q4 | $428K | Buy |
4,966
+187
| +4% | +$16.1K | 0.03% | 391 |
|
|
2017
Q3 | $412K | Buy |
4,779
+451
| +10% | +$38.9K | 0.04% | 332 |
|
|
2017
Q2 | $375K | Buy |
+4,328
| New | +$375K | 0.04% | 317 |
|