Venturi 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
Q1
Sell
-649
Closed -$102K 663
2024
Q4
$102K Buy
649
+13
+2% +$2.04K 0.01% 772
2024
Q3
$102K Buy
636
+191
+43% +$30.6K 0.01% 564
2024
Q2
$62.7K Buy
445
+206
+86% +$29K ﹤0.01% 608
2024
Q1
$34.4K Buy
239
+47
+24% +$6.76K ﹤0.01% 590
2023
Q4
$23.7K Buy
192
+24
+14% +$2.97K ﹤0.01% 652
2023
Q3
$21K Buy
+168
New +$21K ﹤0.01% 615