GeoWealth Management’s Avery Dennison AVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $6.84K | Sell |
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|
2025
Q1 | $67.3K | Sell |
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|
2024
Q4 | $100K | Buy |
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|
2024
Q3 | $41.1K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $11K | Sell |
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|
2022
Q4 | $15K | Sell |
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|
2022
Q3 | $17K | Buy |
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|
2022
Q2 | $16K | Buy |
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|
2022
Q1 | $14K | Buy |
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|
2021
Q4 | $18K | Sell |
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|
2021
Q3 | $25K | Sell |
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|
2021
Q2 | $56K | Buy |
|