RWA Wealth Partners’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 | – | Sell |
-1,146
| Closed | -$204K | – | 590 |
|
2025
Q1 | $204K | Sell |
1,146
-256
| -18% | -$45.6K | ﹤0.01% | 532 |
|
2024
Q4 | $262K | Sell |
1,402
-4
| -0.3% | -$749 | ﹤0.01% | 502 |
|
2024
Q3 | $310K | Sell |
1,406
-2
| -0.1% | -$442 | ﹤0.01% | 473 |
|
2024
Q2 | $308K | Hold |
1,408
| – | – | ﹤0.01% | 456 |
|
2024
Q1 | $314K | Sell |
1,408
-27
| -2% | -$6.03K | ﹤0.01% | 447 |
|
2023
Q4 | $290K | Buy |
+1,435
| New | +$290K | ﹤0.01% | 444 |
|