Coastal Bridge 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
Q1
Sell
-1,232
Closed -$231K 273
2024
Q4
$231K Hold
1,232
0.06% 143
2024
Q3
$272K Hold
1,232
0.07% 129
2024
Q2
$269K Buy
+1,232
New +$269K 0.07% 120