Wealth Enhancement Advisory Services’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 | $2.93M | Buy |
15,999
+3,814
| +31% | +$699K | ﹤0.01% | 1162 |
|
|
2025
Q1 | $2.17M | Buy |
12,185
+217
| +2% | +$38.6K | ﹤0.01% | 1201 |
|
|
2024
Q4 | $2.24M | Buy |
11,968
+1,053
| +10% | +$197K | ﹤0.01% | 1120 |
|
|
2024
Q3 | $2.41M | Buy |
10,915
+225
| +2% | +$49.7K | 0.01% | 970 |
|
|
2024
Q2 | $2.34M | Sell |
10,690
-58
| -0.5% | -$12.7K | 0.01% | 929 |
|
|
2024
Q1 | $2.4M | Sell |
10,748
-572
| -5% | -$128K | 0.01% | 882 |
|
|
2023
Q4 | $2.29M | Sell |
11,320
-1,646
| -13% | -$333K | 0.01% | 856 |
|
|
2023
Q3 | $2.37M | Buy |
+12,966
| New | +$2.37M | 0.01% | 800 |
|
|
2018
Q3 | – | Sell |
-8,899
| Closed | -$911K | – | 170 |
|
|
2018
Q2 | $911K | Sell |
8,899
-8,561
| -49% | -$876K | 0.06% | 134 |
|
|
2018
Q1 | $1.84M | Buy |
+17,460
| New | +$1.84M | 0.12% | 68 |
|