Gitterman Wealth 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 | – | Sell |
-1,162
| Closed | -$207K | – | 342 |
|
|
2025
Q1 | $207K | Buy |
1,162
+13
| +1% | +$2.32K | 0.06% | 117 |
|
|
2024
Q4 | $215K | Buy |
+1,149
| New | +$215K | 0.09% | 108 |
|
|
2023
Q4 | – | Sell |
-1,584
| Closed | -$290K | – | 93 |
|
|
2023
Q3 | $290K | Buy |
1,584
+160
| +11% | +$29.3K | 0.14% | 38 |
|
|
2023
Q2 | $245K | Buy |
+1,424
| New | +$245K | 0.11% | 59 |
|