OneDigital Investment 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
Q2 | $245K | Sell |
1,399
-6
| -0.4% | -$1.05K | ﹤0.01% | 1282 |
|
|
2025
Q1 | $250K | Buy |
+1,405
| New | +$250K | ﹤0.01% | 1207 |
|
|
2024
Q4 | – | Sell |
-937
| Closed | -$207K | – | 1405 |
|
|
2024
Q3 | $207K | Buy |
+937
| New | +$207K | ﹤0.01% | 1355 |
|
|
2019
Q3 | – | Sell |
-96
| Closed | -$11K | – | 564 |
|
|
2019
Q2 | $11K | Hold |
96
| – | – | ﹤0.01% | 911 |
|
|
2019
Q1 | $11K | Hold |
96
| – | – | ﹤0.01% | 857 |
|
|
2018
Q4 | $9K | Hold |
96
| – | – | ﹤0.01% | 866 |
|
|
2018
Q3 | $10K | Hold |
96
| – | – | ﹤0.01% | 821 |
|
|
2018
Q2 | $10K | Hold |
96
| – | – | ﹤0.01% | 1034 |
|
|
2018
Q1 | $10K | Buy |
96
+1
| +1% | +$104 | ﹤0.01% | 1024 |
|
|
2017
Q4 | $11K | Hold |
95
| – | – | ﹤0.01% | 950 |
|
|
2017
Q3 | $9K | Hold |
95
| – | – | ﹤0.01% | 819 |
|
|
2017
Q2 | $8K | Buy |
+95
| New | +$8K | ﹤0.01% | 974 |
|