Clearstead 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 | $48.4K | Buy |
276
+7
| +3% | +$1.23K | ﹤0.01% | 1300 |
|
|
2025
Q1 | $47.9K | Sell |
269
-66
| -20% | -$11.7K | ﹤0.01% | 1182 |
|
|
2024
Q4 | $62.6K | Sell |
335
-347
| -51% | -$64.8K | ﹤0.01% | 1114 |
|
|
2024
Q3 | $151K | Buy |
682
+92
| +16% | +$20.3K | ﹤0.01% | 928 |
|
|
2024
Q2 | $129K | Buy |
590
+50
| +9% | +$10.9K | ﹤0.01% | 942 |
|
|
2024
Q1 | $122K | Buy |
540
+51
| +10% | +$11.5K | 0.01% | 564 |
|
|
2023
Q4 | $98.9K | Sell |
489
-411
| -46% | -$83.1K | 0.01% | 586 |
|
|
2023
Q3 | $164K | Buy |
900
+305
| +51% | +$55.7K | ﹤0.01% | 612 |
|
|
2023
Q2 | $102K | Buy |
595
+252
| +73% | +$43.3K | 0.01% | 574 |
|
|
2023
Q1 | $61.4K | Buy |
343
+301
| +717% | +$53.9K | ﹤0.01% | 620 |
|
|
2022
Q4 | $7.6K | Hold |
42
| – | – | ﹤0.01% | 937 |
|
|
2022
Q3 | $7K | Hold |
42
| – | – | ﹤0.01% | 923 |
|
|
2022
Q2 | $7K | Hold |
42
| – | – | ﹤0.01% | 957 |
|
|
2022
Q1 | $7K | Hold |
42
| – | – | ﹤0.01% | 1027 |
|
|
2021
Q4 | $9K | Buy |
42
+27
| +180% | +$5.79K | ﹤0.01% | 929 |
|
|
2021
Q3 | $3K | Sell |
15
-19
| -56% | -$3.8K | ﹤0.01% | 1068 |
|
|
2021
Q2 | $7K | Buy |
+34
| New | +$7K | ﹤0.01% | 831 |
|