EverSource Wealth Advisors’s Avery Dennison AVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $68.3K | Buy |
389
+242
| +165% | +$42.5K | ﹤0.01% | 1413 |
|
|
2025
Q1 | $26.2K | Buy |
147
+45
| +44% | +$8.01K | ﹤0.01% | 1551 |
|
|
2024
Q4 | $19.1K | Buy |
102
+10
| +11% | +$1.87K | ﹤0.01% | 1649 |
|
|
2024
Q3 | $20.3K | Buy |
92
+30
| +48% | +$6.62K | ﹤0.01% | 1476 |
|
|
2024
Q2 | $13.4K | Buy |
62
+11
| +22% | +$2.39K | ﹤0.01% | 1705 |
|
|
2024
Q1 | $11.1K | Buy |
51
+8
| +19% | +$1.74K | ﹤0.01% | 1638 |
|
|
2023
Q4 | $8.69K | Buy |
43
+4
| +10% | +$809 | ﹤0.01% | 1623 |
|
|
2023
Q3 | $7.12K | Buy |
39
+9
| +30% | +$1.64K | ﹤0.01% | 1545 |
|
|
2023
Q2 | $5.15K | Sell |
30
-9
| -23% | -$1.55K | ﹤0.01% | 1722 |
|
|
2023
Q1 | $6.98K | Sell |
39
-4
| -9% | -$716 | ﹤0.01% | 1518 |
|
|
2022
Q4 | $7.78K | Hold |
43
| – | – | ﹤0.01% | 1425 |
|
|
2022
Q3 | $7K | Buy |
43
+27
| +169% | +$4.4K | ﹤0.01% | 1224 |
|
|
2022
Q2 | $2K | Hold |
16
| – | – | ﹤0.01% | 1468 |
|
|
2022
Q1 | $3K | Buy |
16
+7
| +78% | +$1.31K | ﹤0.01% | 1392 |
|
|
2021
Q4 | $2K | Buy |
+9
| New | +$2K | ﹤0.01% | 1502 |
|