B.O.S.S. Retirement 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
Q2 | – | Sell |
-1,587
| Closed | -$282K | – | 192 |
|
2025
Q1 | $282K | Sell |
1,587
-269
| -14% | -$47.9K | 0.08% | 144 |
|
2024
Q4 | $347K | Buy |
+1,856
| New | +$347K | 0.1% | 130 |
|
2024
Q1 | – | Sell |
-2,048
| Closed | -$414K | – | 135 |
|
2023
Q4 | $414K | Sell |
2,048
-279
| -12% | -$56.4K | 0.08% | 193 |
|
2023
Q3 | $425K | Sell |
2,327
-10
| -0.4% | -$1.83K | 0.09% | 194 |
|
2023
Q2 | $402K | Buy |
2,337
+328
| +16% | +$56.4K | 0.09% | 186 |
|
2023
Q1 | $359K | Buy |
2,009
+604
| +43% | +$108K | 0.08% | 183 |
|
2022
Q4 | $255K | Buy |
+1,405
| New | +$255K | 0.07% | 196 |
|