LWM
Lakeridge Wealth Management’s Avery Dennison AVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $341K | Buy |
1,944
+93
| +5% | +$16.3K | 0.16% | 110 |
|
|
2025
Q1 | $329K | Buy |
1,851
+9
| +0.5% | +$1.6K | 0.16% | 111 |
|
|
2024
Q4 | $345K | Buy |
1,842
+7
| +0.4% | +$1.31K | 0.18% | 105 |
|
|
2024
Q3 | $405K | Buy |
1,835
+8
| +0.4% | +$1.77K | 0.22% | 88 |
|
|
2024
Q2 | $400K | Buy |
1,827
+7
| +0.4% | +$1.53K | 0.24% | 81 |
|
|
2024
Q1 | $406K | Buy |
1,820
+7
| +0.4% | +$1.56K | 0.26% | 73 |
|
|
2023
Q4 | $366K | Buy |
+1,813
| New | +$366K | 0.27% | 76 |
|