AWM
Accurate Wealth Management’s Avery Dennison AVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.38M | Sell |
12,872
-214
| -2% | -$39.5K | 0.36% | 71 |
|
|
2025
Q1 | $2.22M | Sell |
13,086
-450
| -3% | -$76.4K | 0.42% | 64 |
|
|
2024
Q4 | $2.5M | Buy |
13,536
+1,965
| +17% | +$363K | 0.48% | 57 |
|
|
2024
Q3 | $2.54M | Buy |
11,571
+126
| +1% | +$27.7K | 0.51% | 56 |
|
|
2024
Q2 | $2.5M | Buy |
11,445
+185
| +2% | +$40.5K | 0.6% | 49 |
|
|
2024
Q1 | $2.38M | Buy |
+11,260
| New | +$2.38M | 0.7% | 47 |
|
|
2023
Q1 | – | Sell |
-16
| Closed | -$3.04K | – | 336 |
|
|
2022
Q4 | $3.04K | Buy |
+16
| New | +$3.04K | ﹤0.01% | 1113 |
|