Schechter 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
Q1 | $613K | Sell |
3,442
-10
| -0.3% | -$1.78K | 0.05% | 324 |
|
|
2024
Q4 | $646K | Sell |
3,452
-170
| -5% | -$31.8K | 0.05% | 329 |
|
|
2024
Q3 | $800K | Sell |
3,622
-1,187
| -25% | -$262K | 0.06% | 296 |
|
|
2024
Q2 | $1.05M | Sell |
4,809
-8
| -0.2% | -$1.75K | 0.08% | 228 |
|
|
2024
Q1 | $1.08M | Sell |
4,817
-146
| -3% | -$32.6K | 0.08% | 230 |
|
|
2023
Q4 | $1M | Sell |
4,963
-299
| -6% | -$60.4K | 0.09% | 232 |
|
|
2023
Q3 | $961K | Sell |
5,262
-70
| -1% | -$12.8K | 0.09% | 229 |
|
|
2023
Q2 | $916K | Sell |
5,332
-57
| -1% | -$9.79K | 0.08% | 259 |
|
|
2023
Q1 | $964K | Sell |
5,389
-177
| -3% | -$31.7K | 0.09% | 262 |
|
|
2022
Q4 | $1.01M | Sell |
5,566
-233
| -4% | -$42.2K | 0.09% | 286 |
|
|
2022
Q3 | $944K | Buy |
5,799
+436
| +8% | +$71K | 0.09% | 297 |
|
|
2022
Q2 | $868K | Buy |
5,363
+509
| +10% | +$82.4K | 0.08% | 333 |
|
|
2022
Q1 | $844K | Buy |
4,854
+487
| +11% | +$84.7K | 0.08% | 366 |
|
|
2021
Q4 | $946K | Buy |
+4,367
| New | +$946K | 0.09% | 322 |
|