DWM
Diversify Wealth Management’s Avery Dennison AVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $756K | Buy |
4,326
+945
| +28% | +$165K | 0.05% | 313 |
|
|
2025
Q1 | $581K | Buy |
3,381
+786
| +30% | +$135K | 0.04% | 331 |
|
|
2024
Q4 | $480K | Buy |
2,595
+823
| +46% | +$152K | 0.04% | 351 |
|
|
2024
Q3 | $368K | Buy |
1,772
+8
| +0.5% | +$1.66K | 0.04% | 364 |
|
|
2024
Q2 | $357K | Buy |
+1,764
| New | +$357K | 0.04% | 329 |
|