Waverly Advisors’s Avery Dennison AVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $316K | Buy |
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|
2025
Q2 | $303K | Sell |
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|
2025
Q1 | $475K | Buy |
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|
2024
Q4 | $499K | Buy |
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|
2024
Q3 | $332K | Sell |
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|
2024
Q2 | $392K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $2K | Hold |
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|
2014
Q2 | $3K | Sell |
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|
2014
Q1 | $4K | Buy |
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|
2013
Q4 | $3K | Sell |
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|
2013
Q3 | $4K | Buy |
|