WP
WMS Partners’s Avery Dennison AVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,174
| Closed | -$220K | – | 29 |
|
|
2024
Q4 | $220K | Sell |
1,174
-3
| -0.3% | -$561 | 0.01% | 273 |
|
|
2024
Q3 | $260K | Buy |
+1,177
| New | +$260K | 0.01% | 243 |
|
|
2023
Q2 | – | Sell |
-1,210
| Closed | -$217K | – | 290 |
|
|
2023
Q1 | $217K | Buy |
1,210
+30
| +3% | +$5.37K | 0.02% | 250 |
|
|
2022
Q4 | $214K | Buy |
+1,180
| New | +$214K | 0.02% | 242 |
|