Portside Wealth Group’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 | $225K | Buy |
1,280
+17
| +1% | +$2.98K | 0.03% | 420 |
|
|
2025
Q1 | $225K | Buy |
1,263
+142
| +13% | +$25.3K | 0.04% | 386 |
|
|
2024
Q4 | $210K | Sell |
1,121
-1,223
| -52% | -$229K | 0.03% | 393 |
|
|
2024
Q3 | $517K | Sell |
2,344
-28
| -1% | -$6.18K | 0.09% | 221 |
|
|
2024
Q2 | $519K | Sell |
2,372
-41
| -2% | -$8.97K | 0.1% | 206 |
|
|
2024
Q1 | $539K | Buy |
2,413
+61
| +3% | +$13.6K | 0.1% | 208 |
|
|
2023
Q4 | $475K | Sell |
2,352
-22
| -0.9% | -$4.45K | 0.09% | 217 |
|
|
2023
Q3 | $430K | Buy |
2,374
+35
| +1% | +$6.34K | 0.08% | 210 |
|
|
2023
Q2 | $402K | Buy |
+2,339
| New | +$402K | 0.07% | 220 |
|