Vantage Wealth’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 | $258K | Hold |
1,472
| – | – | 0.06% | 28 |
|
|
2025
Q1 | $262K | Hold |
1,472
| – | – | 0.06% | 30 |
|
|
2024
Q4 | $275K | Hold |
1,472
| – | – | 0.06% | 31 |
|
|
2024
Q3 | $325K | Hold |
1,472
| – | – | 0.07% | 31 |
|
|
2024
Q2 | $322K | Hold |
1,472
| – | – | 0.07% | 31 |
|
|
2024
Q1 | $329K | Hold |
1,472
| – | – | 0.08% | 31 |
|
|
2023
Q4 | $298K | Hold |
1,472
| – | – | 0.07% | 35 |
|
|
2023
Q3 | $269K | Hold |
1,472
| – | – | 0.07% | 35 |
|
|
2023
Q2 | $253K | Hold |
1,472
| – | – | 0.07% | 32 |
|
|
2023
Q1 | $263K | Hold |
1,472
| – | – | 0.07% | 31 |
|
|
2022
Q4 | $266K | Hold |
1,472
| – | – | 0.07% | 31 |
|
|
2022
Q3 | $239K | Hold |
1,472
| – | – | 0.07% | 31 |
|
|
2022
Q2 | $238K | Sell |
1,472
-14
| -0.9% | -$2.26K | 0.07% | 28 |
|
|
2022
Q1 | $259K | Buy |
1,486
+14
| +1% | +$2.44K | 0.06% | 32 |
|
|
2021
Q4 | $319K | Sell |
1,472
-128
| -8% | -$27.7K | 0.07% | 31 |
|
|
2021
Q3 | $332K | Hold |
1,600
| – | – | 0.09% | 30 |
|
|
2021
Q2 | $336K | Hold |
1,600
| – | – | 0.08% | 32 |
|
|
2021
Q1 | $294K | Hold |
1,600
| – | – | 0.08% | 32 |
|
|
2020
Q4 | $248K | Hold |
1,600
| – | – | 0.07% | 34 |
|
|
2020
Q3 | $205K | Buy |
+1,600
| New | +$205K | 0.07% | 34 |
|
|
2020
Q1 | – | Sell |
-1,600
| Closed | -$209K | – | 30 |
|
|
2019
Q4 | $209K | Buy |
+1,600
| New | +$209K | 0.08% | 33 |
|