Powell 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 | $299K | Buy |
+1,704
| New | +$299K | 0.11% | 106 |
|
|
2025
Q1 | – | Sell |
-1,704
| Closed | -$319K | – | 148 |
|
|
2024
Q4 | $319K | Hold |
1,704
| – | – | 0.15% | 91 |
|
|
2024
Q3 | $376K | Hold |
1,704
| – | – | 0.18% | 77 |
|
|
2024
Q2 | $373K | Hold |
1,704
| – | – | 0.19% | 73 |
|
|
2024
Q1 | $380K | Hold |
1,704
| – | – | 0.2% | 71 |
|
|
2023
Q4 | $344K | Hold |
1,704
| – | – | 0.19% | 76 |
|
|
2023
Q3 | $311K | Hold |
1,704
| – | – | 0.19% | 79 |
|
|
2023
Q2 | $293K | Sell |
1,704
-151
| -8% | -$25.9K | 0.17% | 81 |
|
|
2023
Q1 | $332K | Hold |
1,855
| – | – | 0.18% | 82 |
|
|
2022
Q4 | $336K | Hold |
1,855
| – | – | 0.19% | 82 |
|
|
2022
Q3 | $302K | Hold |
1,855
| – | – | 0.2% | 81 |
|
|
2022
Q2 | $300K | Sell |
1,855
-125
| -6% | -$20.2K | 0.18% | 79 |
|
|
2022
Q1 | $344K | Buy |
1,980
+20
| +1% | +$3.48K | 0.2% | 71 |
|
|
2021
Q4 | $424K | Buy |
1,960
+1
| +0.1% | +$216 | 0.24% | 56 |
|
|
2021
Q3 | $406K | Hold |
1,959
| – | – | 0.25% | 55 |
|
|
2021
Q2 | $412K | Sell |
1,959
-171
| -8% | -$36K | 0.25% | 54 |
|
|
2021
Q1 | $391K | Hold |
2,130
| – | – | 0.26% | 54 |
|
|
2020
Q4 | $330K | Sell |
2,130
-249
| -10% | -$38.6K | 0.25% | 57 |
|
|
2020
Q3 | $304K | Hold |
2,379
| – | – | 0.26% | 59 |
|
|
2020
Q2 | $271K | Buy |
2,379
+1
| +0% | +$114 | 0.26% | 67 |
|
|
2020
Q1 | $242K | Sell |
2,378
-113
| -5% | -$11.5K | 0.29% | 68 |
|
|
2019
Q4 | $326K | Buy |
+2,491
| New | +$326K | 0.34% | 64 |
|