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