Alliance Wealth Advisors (Utah)’s Avery Dennison AVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $599K | Buy |
3,414
+60
| +2% | +$10.5K | 0.14% | 145 |
|
|
2025
Q1 | $597K | Buy |
3,354
+45
| +1% | +$8.01K | 0.16% | 145 |
|
|
2024
Q4 | $619K | Sell |
3,309
-1,187
| -26% | -$222K | 0.16% | 141 |
|
|
2024
Q3 | $993K | Buy |
4,496
+182
| +4% | +$40.2K | 0.26% | 97 |
|
|
2024
Q2 | $943K | Buy |
4,314
+175
| +4% | +$38.3K | 0.28% | 89 |
|
|
2024
Q1 | $924K | Buy |
4,139
+299
| +8% | +$66.8K | 0.28% | 91 |
|
|
2023
Q4 | $776K | Buy |
3,840
+56
| +1% | +$11.3K | 0.26% | 92 |
|
|
2023
Q3 | $691K | Buy |
3,784
+162
| +4% | +$29.6K | 0.26% | 90 |
|
|
2023
Q2 | $622K | Buy |
3,622
+252
| +7% | +$43.3K | 0.23% | 102 |
|
|
2023
Q1 | $603K | Buy |
3,370
+197
| +6% | +$35.2K | 0.24% | 99 |
|
|
2022
Q4 | $574K | Buy |
+3,173
| New | +$574K | 0.26% | 95 |
|