Avitas Wealth Management LLC
- SEC CIK
- 0001734565
- Latest filing
- Jan 27, 2025
LLY holding history
Eli Lilly & 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.
LLY overviewAll 13F holders of LLYFull Q4 2024 holdings
- Shares (Q4 2024)
- 19,713
- Value
- $15.2M
- % of portfolio
- 2.1%
- Quarters held
- 14
- Since Q3 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 19,713 | $15.2M | 2.1% | +1,623+9.0% | Added | Holders |
| Q3 2024 | 18,090 | $16.0M | 2.3% | −71−0.4% | Reduced | Holders |
| Q2 2024 | 18,161 | $16.4M | 2.4% | −209−1.1% | Reduced | Holders |
| Q1 2024 | 18,370 | $14.3M | 2.2% | +112+0.6% | Added | Holders |
| Q4 2023 | 18,258 | $10.6M | 1.8% | +421+2.4% | Added | Holders |
| Q3 2023 | 17,837 | $9.58M | 1.8% | −202−1.1% | Reduced | Holders |
| Q2 2023 | 18,039 | $8.46M | 1.5% | +10+0.1% | Added | Holders |
| Q1 2023 | 18,029 | $6.19M | 1.2% | −279−1.5% | Reduced | Holders |
| Q4 2022 | 18,308 | $6.70M | 1.4% | +793+4.5% | Added | Holders |
| Q3 2022 | 17,515 | $5.66M | 1.3% | +3,810+27.8% | Added | Holders |
| Q2 2022 | 13,705 | $4.44M | 1.0% | +181+1.3% | Added | Holders |
| Q1 2022 | 13,524 | $3.87M | 0.7% | −7,514−35.7% | Reduced | Holders |
| Q4 2021 | 21,038 | $5.81M | 1.0% | +481+2.3% | Added | Holders |
| Q3 2021 | 20,557 | $4.75M | 0.9% | +20,557 | New | Holders |