180 Wealth Advisors’s Avery Dennison AVY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-10,212
| Closed | -$1.91M | – | 416 |
|
2024
Q4 | $1.91M | Buy |
10,212
+850
| +9% | +$159K | 0.3% | 82 |
|
2024
Q3 | $2.07M | Buy |
9,362
+248
| +3% | +$54.7K | 0.33% | 77 |
|
2024
Q2 | $1.99M | Buy |
9,114
+547
| +6% | +$119K | 0.32% | 77 |
|
2024
Q1 | $1.91M | Buy |
8,567
+431
| +5% | +$96.2K | 0.34% | 77 |
|
2023
Q4 | $1.62M | Buy |
+8,136
| New | +$1.62M | 0.33% | 84 |
|