MSWM
Mowery & Schoenfeld Wealth Management’s Avery Dennison AVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $65.8K | Hold |
375
| – | – | 0.1% | 101 |
|
|
2025
Q1 | $66.7K | Hold |
375
| – | – | 0.13% | 113 |
|
|
2024
Q4 | $70.2K | Hold |
375
| – | – | 0.14% | 90 |
|
|
2024
Q3 | $82.8K | Hold |
375
| – | – | 0.13% | 71 |
|
|
2024
Q2 | $82K | Sell |
375
-24
| -6% | -$5.25K | 0.12% | 74 |
|
|
2024
Q1 | $89.1K | Buy |
399
+343
| +613% | +$76.6K | 0.17% | 55 |
|
|
2023
Q4 | $11.3K | Buy |
+56
| New | +$11.3K | 0.02% | 109 |
|