Forum Financial Management’s Avery Dennison AVY Stock Holding History

Forum Financial Management’s Portfolio AVY Stock Details AVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$277K	Buy
2025 Q2	$220K	Sell
2025 Q1	$246K	Buy
2024 Q4	–	Sell
2024 Q3	$234K	Buy
2024 Q2	$231K	Buy
2024 Q1	$236K	Hold
2023 Q4	$213K	Buy
2022 Q1	–	Sell
2021 Q4	$234K	Buy