Elevation Wealth Partners’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 | $87.7K | Hold |
500
| – | – | 0.03% | 184 |
|
|
2025
Q1 | $89K | Hold |
500
| – | – | 0.04% | 182 |
|
|
2024
Q4 | $93.6K | Hold |
500
| – | – | 0.04% | 176 |
|
|
2024
Q3 | $110K | Sell |
500
-16
| -3% | -$3.53K | 0.05% | 155 |
|
|
2024
Q2 | $113K | Buy |
516
+16
| +3% | +$3.5K | 0.05% | 146 |
|
|
2024
Q1 | $112K | Hold |
500
| – | – | 0.06% | 150 |
|
|
2023
Q4 | $91.3K | Hold |
500
| – | – | 0.05% | 160 |
|
|
2023
Q3 | $91.3K | Hold |
500
| – | – | 0.08% | 102 |
|
|
2023
Q2 | $85.9K | Hold |
500
| – | – | 0.07% | 113 |
|
|
2023
Q1 | $89.5K | Buy |
+500
| New | +$89.5K | 0.08% | 110 |
|