MinichMacGregor Wealth Management’s Avery Dennison AVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-12,967
| Closed | -$2.32M | – | 95 |
|
|
2023
Q1 | $2.32M | Buy |
12,967
+12,962
| +259,240% | +$2.32M | 0.77% | 42 |
|
|
2022
Q4 | $905 | Sell |
5
-11,076
| -100% | -$2M | ﹤0.01% | 641 |
|
|
2022
Q3 | $1.8M | Buy |
11,081
+614
| +6% | +$99.8K | 0.72% | 36 |
|
|
2022
Q2 | $1.69M | Buy |
10,467
+331
| +3% | +$53.6K | 0.7% | 37 |
|
|
2022
Q1 | $1.76M | Buy |
10,136
+1,222
| +14% | +$213K | 0.56% | 46 |
|
|
2021
Q4 | $1.93M | Buy |
8,914
+1,621
| +22% | +$351K | 0.59% | 44 |
|
|
2021
Q3 | $1.51M | Buy |
7,293
+1,215
| +20% | +$252K | 0.51% | 42 |
|
|
2021
Q2 | $1.28M | Buy |
+6,078
| New | +$1.28M | 0.45% | 43 |
|