Mount Yale Investment Advisors’s Avery Dennison AVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $393K | Sell |
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|
2025
Q1 | $1.25M | Sell |
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|
2024
Q4 | $1.32M | Sell |
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|
2024
Q3 | $2.22M | Sell |
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|
2024
Q2 | $2.64M | Sell |
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|
2024
Q1 | $2.76M | Buy |
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|
2023
Q4 | $2.38M | Sell |
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|
2023
Q3 | $2.17M | Sell |
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|
2023
Q2 | $2.07M | Sell |
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|
2023
Q1 | $2.2M | Buy |
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|
2022
Q4 | $1.74M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $619K | Buy |
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|
2020
Q1 | $458K | Buy |
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|
2019
Q4 | $520K | Sell |
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|
2019
Q3 | $553K | Buy |
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|
2019
Q2 | $449K | Sell |
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|
2019
Q1 | $459K | Hold |
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|
2018
Q4 | $414K | Buy |
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|
2018
Q3 | $357K | Sell |
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|
2018
Q2 | $393K | Buy |
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|
2018
Q1 | $407K | Buy |
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