Apollon Wealth Management’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 | $223K | Buy |
1,273
+143
| +13% | +$25.1K | ﹤0.01% | 1131 |
|
2025
Q1 | $201K | Hold |
1,130
| – | – | ﹤0.01% | 1102 |
|
2024
Q4 | $211K | Sell |
1,130
-103
| -8% | -$19.3K | ﹤0.01% | 1084 |
|
2024
Q3 | $272K | Buy |
1,233
+83
| +7% | +$18.3K | 0.01% | 941 |
|
2024
Q2 | $251K | Sell |
1,150
-13
| -1% | -$2.84K | 0.01% | 922 |
|
2024
Q1 | $260K | Buy |
1,163
+22
| +2% | +$4.91K | 0.01% | 925 |
|
2023
Q4 | $231K | Buy |
+1,141
| New | +$231K | 0.01% | 945 |
|
2020
Q3 | – | Sell |
-400
| Closed | -$46K | – | 195 |
|
2020
Q2 | $46K | Buy |
+400
| New | +$46K | 0.03% | 257 |
|