Wealthspire Advisors (New York)’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 | $378K | Buy |
2,155
+254
| +13% | +$44.6K | ﹤0.01% | 606 |
|
|
2025
Q1 | $338K | Sell |
1,901
-4
| -0.2% | -$712 | ﹤0.01% | 613 |
|
|
2024
Q4 | $356K | Sell |
1,905
-41
| -2% | -$7.67K | ﹤0.01% | 608 |
|
|
2024
Q3 | $430K | Buy |
+1,946
| New | +$430K | ﹤0.01% | 529 |
|
|
2019
Q1 | – | Sell |
-43
| Closed | -$4K | – | 108 |
|
|
2018
Q4 | $4K | Buy |
+43
| New | +$4K | ﹤0.01% | 667 |
|