LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Avery Dennison AVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $143K | Buy |
+816
| New | +$143K | ﹤0.01% | 314 |
|
|
2018
Q1 | – | Sell |
-1,014
| Closed | -$116K | – | 730 |
|
|
2017
Q4 | $116K | Hold |
1,014
| – | – | ﹤0.01% | 349 |
|
|
2017
Q3 | $100K | Buy |
1,014
+14
| +1% | +$1.38K | ﹤0.01% | 360 |
|
|
2017
Q2 | $93K | Sell |
1,000
-200
| -17% | -$18.6K | ﹤0.01% | 363 |
|
|
2017
Q1 | $97K | Hold |
1,200
| – | – | ﹤0.01% | 351 |
|
|
2016
Q4 | $84K | Hold |
1,200
| – | – | ﹤0.01% | 352 |
|
|
2016
Q3 | $93K | Hold |
1,200
| – | – | ﹤0.01% | 341 |
|
|
2016
Q2 | $90K | Hold |
1,200
| – | – | ﹤0.01% | 332 |
|
|
2016
Q1 | $87K | Hold |
1,200
| – | – | ﹤0.01% | 325 |
|
|
2015
Q4 | $75K | Hold |
1,200
| – | – | ﹤0.01% | 368 |
|
|
2015
Q3 | $73K | Hold |
1,200
| – | – | ﹤0.01% | 384 |
|
|
2015
Q2 | $73K | Hold |
1,200
| – | – | ﹤0.01% | 384 |
|
|
2015
Q1 | $63K | Hold |
1,200
| – | – | ﹤0.01% | 410 |
|
|
2014
Q4 | $62K | Buy |
+1,200
| New | +$62K | ﹤0.01% | 406 |
|
|
2014
Q1 | – | Sell |
-300
| Closed | -$15K | – | 619 |
|
|
2013
Q4 | $15K | Hold |
300
| – | – | ﹤0.01% | 495 |
|
|
2013
Q3 | $9K | Buy |
+300
| New | +$9K | ﹤0.01% | 498 |
|