Sequoia Financial 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 | $838K | Sell |
4,774
-310
| -6% | -$54.4K | 0.01% | 758 |
|
|
2025
Q1 | $905K | Sell |
5,084
-585
| -10% | -$104K | 0.01% | 653 |
|
|
2024
Q4 | $1.06M | Buy |
5,669
+815
| +17% | +$153K | 0.01% | 560 |
|
|
2024
Q3 | $1.07M | Buy |
4,854
+40
| +0.8% | +$8.83K | 0.01% | 521 |
|
|
2024
Q2 | $1.05M | Buy |
4,814
+104
| +2% | +$22.7K | 0.01% | 468 |
|
|
2024
Q1 | $1.05M | Sell |
4,710
-640
| -12% | -$143K | 0.01% | 461 |
|
|
2023
Q4 | $1.08M | Buy |
5,350
+608
| +13% | +$123K | 0.01% | 502 |
|
|
2023
Q3 | $866K | Buy |
4,742
+41
| +0.9% | +$7.49K | 0.02% | 370 |
|
|
2023
Q2 | $808K | Sell |
4,701
-8
| -0.2% | -$1.37K | 0.01% | 392 |
|
|
2023
Q1 | $843K | Buy |
+4,709
| New | +$843K | 0.02% | 347 |
|