True Wealth Design’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 | $8.25K | Sell |
47
-5
| -10% | -$877 | ﹤0.01% | 640 |
|
|
2025
Q1 | $9.26K | Buy |
52
+45
| +643% | +$8.01K | ﹤0.01% | 496 |
|
|
2024
Q4 | $1.31K | Buy |
7
+1
| +17% | +$187 | ﹤0.01% | 852 |
|
|
2024
Q3 | $1.33K | Sell |
6
-1
| -14% | -$221 | ﹤0.01% | 899 |
|
|
2024
Q2 | $1.53K | Buy |
7
+2
| +40% | +$437 | ﹤0.01% | 410 |
|
|
2024
Q1 | $1.12K | Buy |
5
+3
| +150% | +$670 | ﹤0.01% | 442 |
|
|
2023
Q4 | $405 | Hold |
2
| – | – | ﹤0.01% | 526 |
|
|
2023
Q3 | $366 | Hold |
2
| – | – | ﹤0.01% | 506 |
|
|
2023
Q2 | $344 | Sell |
2
-7
| -78% | -$1.2K | ﹤0.01% | 552 |
|
|
2023
Q1 | $1.61K | Buy |
9
+6
| +200% | +$1.07K | ﹤0.01% | 351 |
|
|
2022
Q4 | $543 | Buy |
+3
| New | +$543 | ﹤0.01% | 436 |
|