Marcum Wealth’s Avery Dennison AVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $316K | Sell |
1,774
-49
| -3% | -$8.72K | 0.03% | 271 |
|
|
2024
Q4 | $341K | Buy |
1,823
+3
| +0.2% | +$561 | 0.03% | 260 |
|
|
2024
Q3 | $402K | Sell |
1,820
-16
| -0.9% | -$3.53K | 0.04% | 230 |
|
|
2024
Q2 | $401K | Buy |
1,836
+3
| +0.2% | +$656 | 0.04% | 229 |
|
|
2024
Q1 | $409K | Buy |
+1,833
| New | +$409K | 0.04% | 222 |
|