IFP Advisors’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 | $75.5K | Sell |
182
-48
| -21% | -$19.9K | ﹤0.01% | 1819 |
|
|
2025
Q1 | $40.9K | Buy |
230
+6
| +3% | +$1.07K | ﹤0.01% | 1986 |
|
|
2024
Q4 | $41.9K | Buy |
224
+43
| +24% | +$8.04K | ﹤0.01% | 1909 |
|
|
2024
Q3 | $39.9K | Buy |
181
+58
| +47% | +$12.8K | ﹤0.01% | 1831 |
|
|
2024
Q2 | $26.9K | Buy |
123
+7
| +6% | +$1.53K | ﹤0.01% | 1945 |
|
|
2024
Q1 | $25.9K | Sell |
116
-13
| -10% | -$2.9K | ﹤0.01% | 1858 |
|
|
2023
Q4 | $26.1K | Sell |
129
-71
| -36% | -$14.4K | ﹤0.01% | 1808 |
|
|
2023
Q3 | $36.5K | Hold |
200
| – | – | ﹤0.01% | 1684 |
|
|
2023
Q2 | $34.4K | Buy |
200
+72
| +56% | +$12.4K | ﹤0.01% | 1775 |
|
|
2023
Q1 | $4.13K | Sell |
128
-1,106
| -90% | -$35.7K | ﹤0.01% | 2650 |
|
|
2022
Q4 | $60K | Sell |
1,234
-23
| -2% | -$1.12K | ﹤0.01% | 2110 |
|
|
2022
Q3 | $67K | Buy |
1,257
+4
| +0.3% | +$213 | ﹤0.01% | 2152 |
|
|
2022
Q2 | $64K | Hold |
1,253
| – | – | ﹤0.01% | 1986 |
|
|
2022
Q1 | $64K | Buy |
1,253
+1,130
| +919% | +$57.7K | ﹤0.01% | 1986 |
|
|
2021
Q4 | $28K | Sell |
123
-15
| -11% | -$3.42K | ﹤0.01% | 1763 |
|
|
2021
Q3 | $30K | Sell |
138
-45
| -25% | -$9.78K | ﹤0.01% | 1747 |
|
|
2021
Q2 | $39K | Sell |
183
-12
| -6% | -$2.56K | ﹤0.01% | 1628 |
|
|
2021
Q1 | $37K | Sell |
195
-22
| -10% | -$4.17K | ﹤0.01% | 1578 |
|
|
2020
Q4 | $34K | Buy |
217
+41
| +23% | +$6.42K | ﹤0.01% | 1583 |
|
|
2020
Q3 | $22K | Buy |
176
+86
| +96% | +$10.8K | ﹤0.01% | 1602 |
|
|
2020
Q2 | $9K | Sell |
90
-12
| -12% | -$1.2K | ﹤0.01% | 1841 |
|
|
2020
Q1 | $10K | Sell |
102
-26
| -20% | -$2.55K | ﹤0.01% | 1740 |
|
|
2019
Q4 | $17K | Buy |
128
+22
| +21% | +$2.92K | ﹤0.01% | 1677 |
|
|
2019
Q3 | $11K | Buy |
+106
| New | +$11K | ﹤0.01% | 2013 |
|
|
2019
Q1 | $1K | Sell |
11
-92
| -89% | -$8.36K | ﹤0.01% | 2178 |
|
|
2018
Q4 | $9K | Sell |
103
-519
| -83% | -$45.4K | ﹤0.01% | 2506 |
|
|
2018
Q3 | $67K | Sell |
622
-691
| -53% | -$74.4K | ﹤0.01% | 1714 |
|
|
2018
Q2 | $134K | Buy |
1,313
+93
| +8% | +$9.49K | 0.01% | 1303 |
|
|
2018
Q1 | $140K | Hold |
1,220
| – | – | 0.01% | 1173 |
|
|
2017
Q4 | $140K | Sell |
1,220
-2,498
| -67% | -$287K | 0.01% | 1170 |
|
|
2017
Q3 | $366K | Buy |
3,718
+98
| +3% | +$9.65K | 0.01% | 825 |
|
|
2017
Q2 | $320K | Buy |
3,620
+108
| +3% | +$9.55K | 0.01% | 875 |
|
|
2017
Q1 | $283K | Buy |
3,512
+754
| +27% | +$60.8K | 0.01% | 930 |
|
|
2016
Q4 | $194K | Sell |
2,758
-572
| -17% | -$40.2K | 0.01% | 1069 |
|
|
2016
Q3 | $259K | Buy |
3,330
+19
| +0.6% | +$1.48K | 0.01% | 875 |
|
|
2016
Q2 | $248K | Buy |
3,311
+3,300
| +30,000% | +$247K | 0.01% | 865 |
|
|
2016
Q1 | $1K | Sell |
11
-1,805
| -99% | -$164K | ﹤0.01% | 2178 |
|
|
2015
Q4 | $114K | Buy |
+1,816
| New | +$114K | 0.01% | 1103 |
|