Carson Wealth (CWM LLC)’s Avery Dennison AVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.17M | Buy |
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|
2025
Q2 | $1.02M | Buy |
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|
2025
Q1 | $666K | Buy |
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|
2024
Q4 | $604K | Sell |
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|
2024
Q3 | $733K | Sell |
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|
2024
Q2 | $734K | Sell |
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|
2024
Q1 | $783K | Sell |
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|
2023
Q4 | $912K | Sell |
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|
2023
Q3 | $1.02M | Buy |
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|
2023
Q2 | $599K | Buy |
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|
2023
Q1 | $447K | Buy |
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|
2022
Q4 | $450K | Buy |
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|
2022
Q3 | $397K | Sell |
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|
2022
Q2 | $396K | Sell |
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|
2022
Q1 | $441K | Buy |
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|
2021
Q4 | $509K | Buy |
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|
2021
Q2 | $351K | Hold |
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|
2021
Q1 | $351K | Hold |
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|
2020
Q4 | $351K | Hold |
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|
2020
Q3 | $351K | Hold |
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|
2020
Q2 | $351K | Hold |
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|
2020
Q1 | $351K | Hold |
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|
2019
Q4 | $351K | Hold |
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|
2019
Q3 | $351K | Hold |
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|
2019
Q2 | $351K | Hold |
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|
2019
Q1 | $351K | Buy |
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|
2018
Q4 | $2K | Buy |
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|
2018
Q3 | $1K | Sell |
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|
2018
Q2 | $3K | Hold |
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|
2018
Q1 | $3K | Buy |
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|
2017
Q4 | $1K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $4K | Buy |
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