EP Wealth Advisors’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 | $714K | Sell |
4,068
-95
| -2% | -$16.7K | ﹤0.01% | 652 |
|
|
2025
Q1 | $741K | Sell |
4,163
-249
| -6% | -$44.3K | 0.01% | 573 |
|
|
2024
Q4 | $826K | Buy |
4,412
+31
| +0.7% | +$5.8K | 0.01% | 555 |
|
|
2024
Q3 | $967K | Buy |
4,381
+3,247
| +286% | +$717K | 0.01% | 505 |
|
|
2024
Q2 | $248K | Buy |
1,134
+201
| +22% | +$43.9K | ﹤0.01% | 704 |
|
|
2024
Q1 | $208K | Buy |
+933
| New | +$208K | ﹤0.01% | 725 |
|