Connecticut 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 | $311K | Sell |
1,770
-498
| -22% | -$87.4K | 0.01% | 254 |
|
2025
Q1 | $404K | Sell |
2,268
-73
| -3% | -$13K | 0.02% | 222 |
|
2024
Q4 | $438K | Sell |
2,341
-159
| -6% | -$29.8K | 0.02% | 199 |
|
2024
Q3 | $552K | Sell |
2,500
-3
| -0.1% | -$662 | 0.03% | 208 |
|
2024
Q2 | $547K | Buy |
2,503
+65
| +3% | +$14.2K | 0.03% | 207 |
|
2024
Q1 | $544K | Sell |
2,438
-2
| -0.1% | -$446 | 0.03% | 208 |
|
2023
Q4 | $493K | Buy |
2,440
+1,090
| +81% | +$220K | 0.03% | 211 |
|
2023
Q3 | $247K | Buy |
+1,350
| New | +$247K | 0.02% | 255 |
|