Spire Wealth Management’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 | $16.8K | Sell |
96
-2,104
| -96% | -$369K | ﹤0.01% | 1572 |
|
|
2025
Q1 | $392K | Buy |
2,200
+1,899
| +631% | +$338K | 0.01% | 637 |
|
|
2024
Q4 | $56.3K | Buy |
301
+130
| +76% | +$24.3K | ﹤0.01% | 1239 |
|
|
2024
Q3 | $37.8K | Sell |
171
-68
| -28% | -$15K | ﹤0.01% | 1222 |
|
|
2024
Q2 | $52.3K | Sell |
239
-1,261
| -84% | -$276K | ﹤0.01% | 1106 |
|
|
2024
Q1 | $335K | Sell |
1,500
-250
| -14% | -$55.8K | 0.01% | 634 |
|
|
2023
Q4 | $351K | Buy |
1,750
+148
| +9% | +$29.7K | 0.01% | 603 |
|
|
2023
Q3 | $293K | Buy |
1,602
+1,308
| +445% | +$239K | 0.01% | 598 |
|
|
2023
Q2 | $50.4K | Buy |
294
+1
| +0.3% | +$172 | ﹤0.01% | 1193 |
|
|
2023
Q1 | $52.5K | Buy |
293
+47
| +19% | +$8.42K | ﹤0.01% | 1187 |
|
|
2022
Q4 | $44K | Buy |
246
+122
| +98% | +$21.8K | ﹤0.01% | 1026 |
|
|
2022
Q3 | $20K | Sell |
124
-146
| -54% | -$23.5K | ﹤0.01% | 1326 |
|
|
2022
Q2 | $44K | Sell |
270
-100
| -27% | -$16.3K | ﹤0.01% | 1339 |
|
|
2022
Q1 | $64K | Buy |
370
+100
| +37% | +$17.3K | ﹤0.01% | 1345 |
|
|
2021
Q4 | $59K | Buy |
270
+147
| +120% | +$32.1K | ﹤0.01% | 1632 |
|
|
2021
Q3 | $26K | Buy |
123
+48
| +64% | +$10.1K | ﹤0.01% | 1736 |
|
|
2021
Q2 | $16K | Hold |
75
| – | – | ﹤0.01% | 1957 |
|
|
2021
Q1 | $14K | Buy |
+75
| New | +$14K | ﹤0.01% | 2289 |
|