River Wealth 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 | $625K | Sell |
3,561
-85
| -2% | -$14.9K | 0.08% | 142 |
|
|
2025
Q1 | $649K | Sell |
3,646
-112
| -3% | -$19.9K | 0.09% | 132 |
|
|
2024
Q4 | $703K | Hold |
3,758
| – | – | 0.09% | 129 |
|
|
2024
Q3 | $830K | Buy |
3,758
+5
| +0.1% | +$1.1K | 0.11% | 122 |
|
|
2024
Q2 | $821K | Sell |
3,753
-387
| -9% | -$84.6K | 0.12% | 116 |
|
|
2024
Q1 | $924K | Sell |
4,140
-88
| -2% | -$19.6K | 0.13% | 114 |
|
|
2023
Q4 | $855K | Sell |
4,228
-334
| -7% | -$67.5K | 0.14% | 116 |
|
|
2023
Q3 | $833K | Sell |
4,562
-166
| -4% | -$30.3K | 0.15% | 116 |
|
|
2023
Q2 | $812K | Sell |
4,728
-9
| -0.2% | -$1.55K | 0.14% | 122 |
|
|
2023
Q1 | $848K | Sell |
4,737
-100
| -2% | -$17.9K | 0.15% | 119 |
|
|
2022
Q4 | $875K | Buy |
+4,837
| New | +$875K | 0.17% | 115 |
|
|
2022
Q2 | – | Sell |
-5,381
| Closed | -$936K | – | 215 |
|
|
2022
Q1 | $936K | Buy |
5,381
+585
| +12% | +$102K | 0.15% | 121 |
|
|
2021
Q4 | $1.04M | Buy |
4,796
+175
| +4% | +$37.9K | 0.16% | 117 |
|
|
2021
Q3 | $958K | Hold |
4,621
| – | – | 0.16% | 111 |
|
|
2021
Q2 | $972K | Buy |
4,621
+165
| +4% | +$34.7K | 0.17% | 114 |
|
|
2021
Q1 | $818K | Buy |
4,456
+290
| +7% | +$53.2K | 0.15% | 119 |
|
|
2020
Q4 | $646K | Buy |
4,166
+148
| +4% | +$23K | 0.14% | 124 |
|
|
2020
Q3 | $514K | Buy |
4,018
+1,448
| +56% | +$185K | 0.13% | 129 |
|
|
2020
Q2 | $293K | Buy |
+2,570
| New | +$293K | 0.09% | 153 |
|
|
2019
Q1 | – | Sell |
-264
| Closed | -$24K | – | 173 |
|
|
2018
Q4 | $24K | Hold |
264
| – | – | 0.01% | 324 |
|
|
2018
Q3 | $29K | Hold |
264
| – | – | 0.01% | 340 |
|
|
2018
Q2 | $27K | Buy |
+264
| New | +$27K | 0.01% | 326 |
|