Forvis Mazars 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,195
| Closed | -$496K | – | 280 |
|
|
2020
Q4 | $496K | Buy |
3,195
+68
| +2% | +$10.6K | 0.02% | 228 |
|
|
2020
Q3 | $400K | Buy |
3,127
+235
| +8% | +$30.1K | 0.02% | 230 |
|
|
2020
Q2 | $330K | Buy |
2,892
+6
| +0.2% | +$685 | 0.02% | 238 |
|
|
2020
Q1 | $294K | Buy |
2,886
+119
| +4% | +$12.1K | 0.02% | 228 |
|
|
2019
Q4 | $362K | Buy |
+2,767
| New | +$362K | 0.03% | 222 |
|
|
2018
Q1 | – | Sell |
-3,168
| Closed | -$364K | – | 235 |
|
|
2017
Q4 | $364K | Buy |
3,168
+479
| +18% | +$55K | 0.04% | 180 |
|
|
2017
Q3 | $264K | Buy |
+2,689
| New | +$264K | 0.03% | 198 |
|