Congress Wealth Management’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 | $3.42M | Buy |
19,513
+957
| +5% | +$168K | 0.03% | 457 |
|
|
2025
Q1 | $3.3M | Buy |
18,556
+4,565
| +33% | +$812K | 0.04% | 392 |
|
|
2024
Q4 | $2.62M | Buy |
13,991
+125
| +0.9% | +$23.4K | 0.04% | 374 |
|
|
2024
Q3 | $3.06M | Sell |
13,866
-58,718
| -81% | -$13M | 0.04% | 365 |
|
|
2024
Q2 | $15.9M | Buy |
72,584
+1,966
| +3% | +$430K | 0.25% | 112 |
|
|
2024
Q1 | $15.8M | Buy |
70,618
+1,654
| +2% | +$369K | 0.27% | 101 |
|
|
2023
Q4 | $13.9M | Buy |
68,964
+2,250
| +3% | +$455K | 0.26% | 109 |
|
|
2023
Q3 | $12.2M | Buy |
66,714
+2,562
| +4% | +$468K | 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% | +$599K | 0.27% | 107 |
|
|
2022
Q4 | $10.9M | Buy |
60,179
+51,976
| +634% | +$9.41M | 0.28% | 109 |
|
|
2022
Q3 | $1.34M | Buy |
8,203
+1,152
| +16% | +$187K | 0.04% | 302 |
|
|
2022
Q2 | $1.14M | Buy |
7,051
+570
| +9% | +$92.2K | 0.03% | 321 |
|
|
2022
Q1 | $1.13M | Buy |
6,481
+669
| +12% | +$116K | 0.02% | 336 |
|
|
2021
Q4 | $1.26M | Buy |
+5,812
| New | +$1.26M | 0.03% | 344 |
|