Congress Wealth Management’s Avery Dennison AVY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.42M	Buy	19,513 +957	+5%	+$168K	0.03%	457
2025 Q1	$3.3M	Buy	18,556 +4,565	+33%	+$840K	0.04%	392
2024 Q4	$2.62M	Buy	13,991 +125	+0.9%	+$25.5K	0.04%	374
2024 Q3	$3.06M	Sell	13,866 -58,718	-81%	-$12.7M	0.04%	365
2024 Q2	$15.9M	Buy	72,584 +1,966	+3%	+$436K	0.25%	112
2024 Q1	$15.8M	Buy	70,618 +1,654	+2%	+$343K	0.27%	101
2023 Q4	$13.9M	Buy	68,964 +2,250	+3%	+$420K	0.26%	109
2023 Q3	$12.2M	Buy	66,714 +2,562	+4%	+$464K	0.25%	113
2023 Q2	$11M	Buy	64,152 +623	+1%	+$107K	0.26%	123
2023 Q1	$11.4M	Buy	63,529 +3,350	+6%	+$609K	0.27%	107
2022 Q4	$10.9M	Buy	60,179 +51,976	+634%	+$9.26M	0.28%	109
2022 Q3	$1.33M	Buy	8,203 +1,152	+16%	+$209K	0.04%	302
2022 Q2	$1.14M	Buy	7,051 +570	+9%	+$97.4K	0.03%	321
2022 Q1	$1.13M	Buy	6,481 +669	+12%	+$124K	0.02%	336
2021 Q4	$1.26M	Buy	+5,812	New	+$1.24M	0.03%	347