Forum Financial Management’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 | $220K | Sell |
1,253
-131
| -9% | -$23K | ﹤0.01% | 854 |
|
|
2025
Q1 | $246K | Buy |
+1,384
| New | +$246K | ﹤0.01% | 705 |
|
|
2024
Q4 | – | Sell |
-1,058
| Closed | -$234K | – | 922 |
|
|
2024
Q3 | $234K | Buy |
1,058
+2
| +0.2% | +$442 | ﹤0.01% | 644 |
|
|
2024
Q2 | $231K | Buy |
1,056
+1
| +0.1% | +$219 | ﹤0.01% | 598 |
|
|
2024
Q1 | $236K | Hold |
1,055
| – | – | ﹤0.01% | 622 |
|
|
2023
Q4 | $213K | Buy |
+1,055
| New | +$213K | ﹤0.01% | 616 |
|
|
2022
Q1 | – | Sell |
-1,080
| Closed | -$234K | – | 616 |
|
|
2021
Q4 | $234K | Buy |
+1,080
| New | +$234K | 0.01% | 539 |
|