Independent Advisor Alliance’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 |
-1,176
| Closed | -$209K | – | 893 |
|
|
2025
Q1 | $209K | Sell |
1,176
-781
| -40% | -$139K | 0.01% | 760 |
|
|
2024
Q4 | $366K | Buy |
1,957
+143
| +8% | +$26.8K | ﹤0.01% | 1058 |
|
|
2024
Q3 | $400K | Buy |
1,814
+34
| +2% | +$7.51K | 0.01% | 500 |
|
|
2024
Q2 | $389K | Buy |
1,780
+6
| +0.3% | +$1.31K | 0.01% | 511 |
|
|
2024
Q1 | $396K | Sell |
1,774
-29
| -2% | -$6.47K | 0.01% | 504 |
|
|
2023
Q4 | $364K | Buy |
1,803
+21
| +1% | +$4.25K | 0.01% | 502 |
|
|
2023
Q3 | $326K | Buy |
+1,782
| New | +$326K | 0.01% | 501 |
|