Mutual Advisors’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 |
-2,498
| Closed | -$478K | – | 1087 |
|
|
2024
Q4 | $478K | Buy |
2,498
+1,070
| +75% | +$205K | 0.01% | 716 |
|
|
2024
Q3 | $293K | Buy |
1,428
+344
| +32% | +$70.5K | 0.01% | 906 |
|
|
2024
Q2 | $231K | Buy |
1,084
+116
| +12% | +$24.7K | 0.01% | 986 |
|
|
2024
Q1 | $216K | Buy |
+968
| New | +$216K | 0.01% | 1007 |
|
|
2023
Q3 | – | Sell |
-1,772
| Closed | -$304K | – | 974 |
|
|
2023
Q2 | $304K | Buy |
+1,772
| New | +$304K | 0.01% | 803 |
|