Avitas Wealth Management LLC
- SEC CIK
- 0001734565
- Latest filing
- Jan 27, 2025
F holding history
Ford Motor Co 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.
F overviewAll 13F holders of FFull Q4 2024 holdings
- Shares (Q4 2024)
- 120,083
- Value
- $1.19M
- % of portfolio
- 0.2%
- Quarters held
- 10
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 120,083 | $1.19M | 0.2% | +793+0.7% | Added | Holders |
| Q3 2024 | 119,290 | $1.26M | 0.2% | +1,612+1.4% | Added | Holders |
| Q2 2024 | 117,678 | $1.48M | 0.2% | +97+0.1% | Added | Holders |
| Q1 2024 | 117,581 | $1.56M | 0.2% | −56,845−32.6% | Reduced | Holders |
| Q4 2023 | 174,426 | $2.13M | 0.4% | +174,426 | New | Holders |
| Q1 2023 | 0 | $0 | 0.0% | −76,406−100.0% | Sold out | Holders |
| Q4 2022 | 76,406 | $888.6K | 0.2% | +76,406 | New | Holders |
| Q2 2022 | 0 | $0 | 0.0% | −216,165−100.0% | Sold out | Holders |
| Q1 2022 | 216,165 | $3.65M | 0.7% | +3,895+1.8% | Added | Holders |
| Q4 2021 | 212,270 | $4.41M | 0.7% | +77,307+57.3% | Added | Holders |
| Q3 2021 | 134,963 | $1.91M | 0.3% | −32,816−19.6% | Reduced | Holders |
| Q2 2021 | 167,779 | $2.49M | 0.4% | +167,779 | New | Holders |