Lido 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 | $368K | Buy |
+2,094
| New | +$368K | ﹤0.01% | 1115 |
|
|
2025
Q1 | – | Sell |
-1,234
| Closed | -$231K | – | 1369 |
|
|
2024
Q4 | $231K | Sell |
1,234
-141
| -10% | -$26.4K | ﹤0.01% | 1207 |
|
|
2024
Q3 | $304K | Sell |
1,375
-91
| -6% | -$20.1K | ﹤0.01% | 1038 |
|
|
2024
Q2 | $321K | Sell |
1,466
-198
| -12% | -$43.3K | ﹤0.01% | 975 |
|
|
2024
Q1 | $371K | Buy |
1,664
+233
| +16% | +$52K | ﹤0.01% | 899 |
|
|
2023
Q4 | $289K | Buy |
+1,431
| New | +$289K | ﹤0.01% | 942 |
|
|
2022
Q2 | – | Sell |
-1,361
| Closed | -$236K | – | 822 |
|
|
2022
Q1 | $236K | Sell |
1,361
-166
| -11% | -$28.8K | ﹤0.01% | 800 |
|
|
2021
Q4 | $330K | Sell |
1,527
-1
| -0.1% | -$216 | ﹤0.01% | 676 |
|
|
2021
Q3 | $316K | Sell |
1,528
-9
| -0.6% | -$1.86K | ﹤0.01% | 641 |
|
|
2021
Q2 | $323K | Buy |
1,537
+4
| +0.3% | +$841 | ﹤0.01% | 595 |
|
|
2021
Q1 | $282K | Sell |
1,533
-337
| -18% | -$62K | ﹤0.01% | 600 |
|
|
2020
Q4 | $290K | Buy |
+1,870
| New | +$290K | 0.01% | 559 |
|