Colton Groome Financial 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 |
-3,145
| Closed | -$589K | – | 125 |
|
|
2024
Q4 | $589K | Buy |
3,145
+20
| +0.6% | +$3.74K | 0.23% | 63 |
|
|
2024
Q3 | $690K | Sell |
3,125
-40
| -1% | -$8.83K | 0.26% | 57 |
|
|
2024
Q2 | $692K | Sell |
3,165
-10
| -0.3% | -$2.19K | 0.27% | 54 |
|
|
2024
Q1 | $709K | Buy |
3,175
+5
| +0.2% | +$1.12K | 0.28% | 54 |
|
|
2023
Q4 | $641K | Buy |
3,170
+875
| +38% | +$177K | 0.28% | 60 |
|
|
2023
Q3 | $419K | Buy |
+2,295
| New | +$419K | 0.21% | 75 |
|