Kingsview 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 | $573K | Sell |
3,268
-143
| -4% | -$25.1K | 0.01% | 726 |
|
|
2025
Q1 | $607K | Sell |
3,411
-10
| -0.3% | -$1.78K | 0.01% | 670 |
|
|
2024
Q4 | $640K | Sell |
3,421
-76
| -2% | -$14.2K | 0.01% | 667 |
|
|
2024
Q3 | $772K | Buy |
3,497
+21
| +0.6% | +$4.64K | 0.02% | 597 |
|
|
2024
Q2 | $760K | Hold |
3,476
| – | – | 0.02% | 577 |
|
|
2024
Q1 | $776K | Buy |
3,476
+9
| +0.3% | +$2.01K | 0.02% | 566 |
|
|
2023
Q4 | $701K | Sell |
3,467
-7
| -0.2% | -$1.42K | 0.02% | 561 |
|
|
2023
Q3 | $635K | Hold |
3,474
| – | – | 0.02% | 557 |
|
|
2023
Q2 | $597K | Hold |
3,474
| – | – | 0.02% | 548 |
|
|
2023
Q1 | $622K | Buy |
3,474
+5
| +0.1% | +$895 | 0.03% | 518 |
|
|
2022
Q4 | $628K | Hold |
3,469
| – | – | 0.03% | 451 |
|
|
2022
Q3 | $564K | Hold |
3,469
| – | – | 0.03% | 472 |
|
|
2022
Q2 | $562K | Hold |
3,469
| – | – | 0.03% | 513 |
|
|
2022
Q1 | $604K | Hold |
3,469
| – | – | 0.03% | 529 |
|
|
2021
Q4 | $751K | Buy |
3,469
+52
| +2% | +$11.3K | 0.03% | 474 |
|
|
2021
Q3 | $708K | Buy |
3,417
+5
| +0.1% | +$1.04K | 0.03% | 467 |
|
|
2021
Q2 | $717K | Hold |
3,412
| – | – | 0.04% | 462 |
|
|
2021
Q1 | $642K | Hold |
3,412
| – | – | 0.04% | 457 |
|
|
2020
Q4 | $529K | Hold |
3,412
| – | – | 0.04% | 433 |
|
|
2020
Q3 | $436K | Hold |
3,412
| – | – | 0.04% | 393 |
|
|
2020
Q2 | $389K | Hold |
3,412
| – | – | 0.04% | 383 |
|
|
2020
Q1 | $348K | Buy |
3,412
+200
| +6% | +$20.4K | 0.05% | 313 |
|
|
2019
Q4 | $420K | Hold |
3,212
| – | – | 0.05% | 313 |
|
|
2019
Q3 | $365K | Hold |
3,212
| – | – | 0.06% | 305 |
|
|
2019
Q2 | $372K | Sell |
3,212
-82
| -2% | -$9.5K | 0.06% | 285 |
|
|
2019
Q1 | $372K | Buy |
3,294
+15
| +0.5% | +$1.69K | 0.06% | 312 |
|
|
2018
Q4 | $295K | Buy |
+3,279
| New | +$295K | 0.06% | 289 |
|