Sterling Group 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 | $521K | Hold |
2,969
| – | – | 0.29% | 26 |
|
|
2025
Q1 | $528K | Hold |
2,969
| – | – | 0.28% | 27 |
|
|
2024
Q4 | $556K | Hold |
2,969
| – | – | 0.29% | 27 |
|
|
2024
Q3 | $655K | Hold |
2,969
| – | – | 0.35% | 24 |
|
|
2024
Q2 | $649K | Buy |
+2,969
| New | +$649K | 0.37% | 24 |
|
|
2024
Q1 | – | Sell |
-2,969
| Closed | -$600K | – | 8 |
|
|
2023
Q4 | $600K | Buy |
+2,969
| New | +$600K | 0.47% | 22 |
|