Legacy Wealth Management (Mississippi)’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 | $421K | Hold |
2,400
| – | – | 0.13% | 66 |
|
|
2025
Q1 | $427K | Hold |
2,400
| – | – | 0.14% | 69 |
|
|
2024
Q4 | $449K | Hold |
2,400
| – | – | 0.18% | 71 |
|
|
2024
Q3 | $530K | Sell |
2,400
-56
| -2% | -$12.4K | 0.19% | 70 |
|
|
2024
Q2 | $537K | Hold |
2,456
| – | – | 0.23% | 57 |
|
|
2024
Q1 | $548K | Hold |
2,456
| – | – | 0.25% | 56 |
|
|
2023
Q4 | $497K | Hold |
2,456
| – | – | 0.24% | 60 |
|
|
2023
Q3 | $449K | Hold |
2,456
| – | – | 0.23% | 62 |
|
|
2023
Q2 | $422K | Hold |
2,456
| – | – | 0.21% | 63 |
|
|
2023
Q1 | $439K | Hold |
2,456
| – | – | 0.24% | 61 |
|
|
2022
Q4 | $445K | Hold |
2,456
| – | – | 0.26% | 59 |
|
|
2022
Q3 | $400K | Hold |
2,456
| – | – | 0.27% | 62 |
|
|
2022
Q2 | $398K | Hold |
2,456
| – | – | 0.24% | 71 |
|
|
2022
Q1 | $427K | Hold |
2,456
| – | – | 0.22% | 77 |
|
|
2021
Q4 | $532K | Hold |
2,456
| – | – | 0.27% | 70 |
|
|
2021
Q3 | $509K | Hold |
2,456
| – | – | 0.27% | 73 |
|
|
2021
Q2 | $516K | Hold |
2,456
| – | – | 0.29% | 68 |
|
|
2021
Q1 | $451K | Hold |
2,456
| – | – | 0.27% | 70 |
|
|
2020
Q4 | $381K | Hold |
2,456
| – | – | 0.24% | 73 |
|
|
2020
Q3 | $314K | Hold |
2,456
| – | – | 0.22% | 86 |
|
|
2020
Q2 | $280K | Hold |
2,456
| – | – | 0.21% | 87 |
|
|
2020
Q1 | $250K | Buy |
+2,456
| New | +$250K | 0.23% | 87 |
|