LGT Financial 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 | $2.95K | Buy |
17
+1
| +6% | +$173 | 0.01% | 337 |
|
2025
Q1 | $2.8K | Sell |
16
-114
| -88% | -$19.9K | 0.01% | 258 |
|
2024
Q4 | $24.3K | Hold |
130
| – | – | 0.05% | 268 |
|
2024
Q3 | $28.6K | Sell |
130
-109
| -46% | -$24K | 0.07% | 202 |
|
2024
Q2 | $52.4K | Sell |
239
-534
| -69% | -$117K | 0.11% | 160 |
|
2024
Q1 | $173K | Sell |
773
-34
| -4% | -$7.6K | 0.2% | 118 |
|
2023
Q4 | $163K | Buy |
807
+18
| +2% | +$3.64K | 0.2% | 119 |
|
2023
Q3 | $144K | Buy |
+789
| New | +$144K | 0.18% | 121 |
|