RMR Wealth Builders’s Avery Dennison AVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,097
| Closed | -$205K | – | 260 |
|
|
2024
Q4 | $205K | Buy |
1,097
+59
| +6% | +$11K | 0.02% | 250 |
|
|
2024
Q3 | $229K | Hold |
1,038
| – | – | 0.02% | 238 |
|
|
2024
Q2 | $227K | Sell |
1,038
-15
| -1% | -$3.28K | 0.03% | 231 |
|
|
2024
Q1 | $235K | Buy |
+1,053
| New | +$235K | 0.03% | 233 |
|
|
2021
Q2 | – | Sell |
-950
| Closed | -$174K | – | 218 |
|
|
2021
Q1 | $174K | Buy |
950
+505
| +113% | +$92.5K | 0.05% | 211 |
|
|
2020
Q4 | $69K | Buy |
+445
| New | +$69K | 0.03% | 231 |
|
|
2020
Q3 | – | Sell |
-445
| Closed | -$51K | – | 245 |
|
|
2020
Q2 | $51K | Buy |
+445
| New | +$51K | 0.05% | 219 |
|