Concurrent Investment 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 | $925K | Buy |
5,272
+15
| +0.3% | +$2.63K | 0.02% | 613 |
|
|
2025
Q1 | $936K | Buy |
5,257
+199
| +4% | +$35.4K | 0.02% | 560 |
|
|
2024
Q4 | $947K | Sell |
5,058
-448
| -8% | -$83.8K | 0.03% | 498 |
|
|
2024
Q3 | $1.22M | Buy |
5,506
+591
| +12% | +$130K | 0.04% | 421 |
|
|
2024
Q2 | $1.07M | Buy |
4,915
+1,015
| +26% | +$222K | 0.04% | 408 |
|
|
2024
Q1 | $870K | Buy |
3,900
+19
| +0.5% | +$4.24K | 0.04% | 401 |
|
|
2023
Q4 | $784K | Buy |
+3,881
| New | +$784K | 0.04% | 378 |
|