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Avitas Wealth Management LLC

SEC CIK
0001734565
Latest filing
Jan 27, 2025

AME holding history

Ametek Inc in every 13F filed by Avitas Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AME overviewAll 13F holders of AMEFull Q4 2024 holdings

Shares (Q2 2022)
0
Sold out in Q2 2022
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q2 2021
Holdings of AME by Avitas Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20220$00.0%−10,004−100.0%Sold outHolders
Q1 202210,004$1.33M0.2%−162−1.6%ReducedHolders
Q4 202110,166$1.50M0.3%+2,204+27.7%AddedHolders
Q3 20217,962$987.0K0.2%−81−1.0%ReducedHolders
Q2 20218,043$1.07M0.2%+8,043NewHolders