Avantax Advisory Services’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 | $1.89M | Buy |
10,762
+1,303
| +14% | +$229K | 0.01% | 828 |
|
|
2025
Q1 | $1.68M | Buy |
9,459
+1,023
| +12% | +$182K | 0.01% | 837 |
|
|
2024
Q4 | $1.58M | Buy |
8,436
+565
| +7% | +$106K | 0.01% | 838 |
|
|
2024
Q3 | $1.74M | Buy |
7,871
+409
| +5% | +$90.3K | 0.01% | 767 |
|
|
2024
Q2 | $1.63M | Buy |
7,462
+3,039
| +69% | +$665K | 0.01% | 745 |
|
|
2024
Q1 | $988K | Buy |
4,423
+90
| +2% | +$20.1K | 0.01% | 757 |
|
|
2023
Q4 | $876K | Buy |
4,333
+250
| +6% | +$50.5K | 0.01% | 761 |
|
|
2023
Q3 | $746K | Buy |
4,083
+764
| +23% | +$140K | 0.01% | 792 |
|
|
2023
Q2 | $570K | Buy |
3,319
+677
| +26% | +$116K | 0.01% | 892 |
|
|
2023
Q1 | $473K | Buy |
+2,642
| New | +$473K | 0.01% | 941 |
|
|
2019
Q4 | – | Sell |
-2,163
| Closed | -$245K | – | 831 |
|
|
2019
Q3 | $245K | Buy |
2,163
+352
| +19% | +$39.9K | 0.01% | 484 |
|
|
2019
Q2 | $210K | Sell |
1,811
-46
| -2% | -$5.33K | 0.01% | 478 |
|
|
2019
Q1 | $210K | Buy |
+1,857
| New | +$210K | 0.01% | 449 |
|