Carson Wealth (CWM LLC)’s Avery Dennison AVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
5,826
+2,086
| +56% | +$366K | ﹤0.01% | 1233 |
|
|
2025
Q1 | $666K | Buy |
3,740
+510
| +16% | +$90.8K | ﹤0.01% | 1340 |
|
|
2024
Q4 | $604K | Sell |
3,230
-90
| -3% | -$16.8K | ﹤0.01% | 1307 |
|
|
2024
Q3 | $733K | Sell |
3,320
-36
| -1% | -$7.95K | ﹤0.01% | 1174 |
|
|
2024
Q2 | $734K | Sell |
3,356
-149
| -4% | -$32.6K | ﹤0.01% | 1044 |
|
|
2024
Q1 | $783K | Sell |
3,505
-1,004
| -22% | -$224K | ﹤0.01% | 955 |
|
|
2023
Q4 | $912K | Sell |
4,509
-1,086
| -19% | -$220K | ﹤0.01% | 844 |
|
|
2023
Q3 | $1.02M | Buy |
5,595
+2,110
| +61% | +$385K | 0.01% | 745 |
|
|
2023
Q2 | $599K | Buy |
3,485
+989
| +40% | +$170K | ﹤0.01% | 879 |
|
|
2023
Q1 | $447K | Buy |
2,496
+10
| +0.4% | +$1.79K | ﹤0.01% | 919 |
|
|
2022
Q4 | $450K | Buy |
2,486
+47
| +2% | +$8.51K | ﹤0.01% | 839 |
|
|
2022
Q3 | $397K | Sell |
2,439
-7
| -0.3% | -$1.14K | ﹤0.01% | 815 |
|
|
2022
Q2 | $396K | Sell |
2,446
-89
| -4% | -$14.4K | ﹤0.01% | 800 |
|
|
2022
Q1 | $441K | Buy |
2,535
+184
| +8% | +$32K | ﹤0.01% | 764 |
|
|
2021
Q4 | $509K | Buy |
+2,351
| New | +$509K | ﹤0.01% | 719 |
|
|
2021
Q2 | $351K | Hold |
1,668
| – | – | ﹤0.01% | 743 |
|
|
2021
Q1 | $351K | Hold |
1,668
| – | – | ﹤0.01% | 743 |
|
|
2020
Q4 | $351K | Hold |
1,668
| – | – | ﹤0.01% | 743 |
|
|
2020
Q3 | $351K | Hold |
1,668
| – | – | ﹤0.01% | 743 |
|
|
2020
Q2 | $351K | Hold |
1,668
| – | – | ﹤0.01% | 743 |
|
|
2020
Q1 | $351K | Hold |
1,668
| – | – | ﹤0.01% | 743 |
|
|
2019
Q4 | $351K | Hold |
1,668
| – | – | ﹤0.01% | 743 |
|
|
2019
Q3 | $351K | Hold |
1,668
| – | – | ﹤0.01% | 743 |
|
|
2019
Q2 | $351K | Hold |
1,668
| – | – | ﹤0.01% | 743 |
|
|
2019
Q1 | $351K | Buy |
1,668
+1,650
| +9,167% | +$347K | ﹤0.01% | 743 |
|
|
2018
Q4 | $2K | Buy |
18
+10
| +125% | +$1.11K | ﹤0.01% | 1710 |
|
|
2018
Q3 | $1K | Sell |
8
-17
| -68% | -$2.13K | ﹤0.01% | 1610 |
|
|
2018
Q2 | $3K | Hold |
25
| – | – | ﹤0.01% | 1271 |
|
|
2018
Q1 | $3K | Buy |
25
+14
| +127% | +$1.68K | ﹤0.01% | 1078 |
|
|
2017
Q4 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 1327 |
|
|
2017
Q1 | – | Sell |
-58
| Closed | -$4K | – | 1170 |
|
|
2016
Q4 | $4K | Buy |
+58
| New | +$4K | ﹤0.01% | 871 |
|