Zhang Financial’s Avery Dennison AVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,007
| Closed | -$222K | – | 296 |
|
|
2024
Q3 | $222K | Hold |
1,007
| – | – | 0.01% | 261 |
|
|
2024
Q2 | $220K | Buy |
1,007
+2
| +0.2% | +$437 | 0.02% | 249 |
|
|
2024
Q1 | $224K | Hold |
1,005
| – | – | 0.02% | 252 |
|
|
2023
Q4 | $203K | Buy |
+1,005
| New | +$203K | 0.02% | 247 |
|
|
2022
Q1 | – | Sell |
-1,000
| Closed | -$217K | – | 222 |
|
|
2021
Q4 | $217K | Hold |
1,000
| – | – | 0.04% | 192 |
|
|
2021
Q3 | $207K | Hold |
1,000
| – | – | 0.05% | 153 |
|
|
2021
Q2 | $210K | Buy |
+1,000
| New | +$210K | 0.05% | 136 |
|