JFS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.1K | Sell |
109
-23
| -17% | -$4.04K | ﹤0.01% | 664 |
|
|
2025
Q1 | $23.5K | Sell |
132
-7
| -5% | -$1.25K | ﹤0.01% | 628 |
|
|
2024
Q4 | $26K | Hold |
139
| – | – | ﹤0.01% | 586 |
|
|
2024
Q3 | $30.7K | Buy |
139
+2
| +1% | +$442 | ﹤0.01% | 548 |
|
|
2024
Q2 | $30K | Sell |
137
-1
| -0.7% | -$219 | ﹤0.01% | 510 |
|
|
2024
Q1 | $30.8K | Hold |
138
| – | – | ﹤0.01% | 527 |
|
|
2023
Q4 | $27.9K | Buy |
138
+10
| +8% | +$2.02K | ﹤0.01% | 515 |
|
|
2023
Q3 | $23.4K | Buy |
128
+2
| +2% | +$365 | ﹤0.01% | 506 |
|
|
2023
Q2 | $21.6K | Hold |
126
| – | – | ﹤0.01% | 530 |
|
|
2023
Q1 | $22.5K | Sell |
126
-22
| -15% | -$3.94K | ﹤0.01% | 502 |
|
|
2022
Q4 | $26.8K | Sell |
148
-2
| -1% | -$362 | ﹤0.01% | 473 |
|
|
2022
Q3 | $24K | Sell |
150
-17
| -10% | -$2.72K | ﹤0.01% | 525 |
|
|
2022
Q2 | $27K | Buy |
167
+43
| +35% | +$6.95K | ﹤0.01% | 523 |
|
|
2022
Q1 | $22K | Buy |
124
+105
| +553% | +$18.6K | ﹤0.01% | 573 |
|
|
2021
Q4 | $4K | Buy |
+19
| New | +$4K | ﹤0.01% | 827 |
|
|
2016
Q4 | – | Sell |
-260
| Closed | -$20K | – | 443 |
|
|
2016
Q3 | $20K | Hold |
260
| – | – | 0.01% | 320 |
|
|
2016
Q2 | $19K | Hold |
260
| – | – | 0.01% | 326 |
|
|
2016
Q1 | $19K | Hold |
260
| – | – | 0.01% | 324 |
|
|
2015
Q4 | $16K | Hold |
260
| – | – | ﹤0.01% | 341 |
|
|
2015
Q3 | $15K | Hold |
260
| – | – | 0.01% | 296 |
|
|
2015
Q2 | $16K | Hold |
260
| – | – | 0.01% | 307 |
|
|
2015
Q1 | $14K | Hold |
260
| – | – | 0.01% | 317 |
|
|
2014
Q4 | $13K | Hold |
260
| – | – | ﹤0.01% | 335 |
|
|
2014
Q3 | $12K | Hold |
260
| – | – | ﹤0.01% | 317 |
|
|
2014
Q2 | $13K | Buy |
+260
| New | +$13K | ﹤0.01% | 302 |
|