Moody Aldrich Partners’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 | – | Sell |
-1,390
| Closed | -$260K | – | 172 |
|
|
2024
Q4 | $260K | Sell |
1,390
-4
| -0.3% | -$749 | 0.05% | 176 |
|
|
2024
Q3 | $308K | Sell |
1,394
-2
| -0.1% | -$442 | 0.06% | 158 |
|
|
2024
Q2 | $305K | Sell |
1,396
-1
| -0.1% | -$219 | 0.06% | 161 |
|
|
2024
Q1 | $312K | Buy |
1,397
+365
| +35% | +$81.5K | 0.05% | 173 |
|
|
2023
Q4 | $209K | Buy |
+1,032
| New | +$209K | 0.04% | 189 |
|