Avitas Wealth Management LLC quarter change: USA Stocks, New
In share positions in stocks (listed in the US), from the quarter ended 2024-09-30 to 2024-12-31, Avitas Wealth Management LLC opened 5 positions, added to 62, reduced 84, sold out of 11 and left 0 unchanged. The largest increase in value was TSLA (+$5,254,434); the largest decrease was AMGN (-$2,701,731).
- ANET: Country of operation United States; Class COM SHS; Shares 2024-09-30 0; Shares 2024-12-31 32,961.
- BLK: Country of operation United States; Class COM; Shares 2024-09-30 0; Shares 2024-12-31 2,876.
- CAH: Country of operation United States; Class COM; Shares 2024-09-30 0; Shares 2024-12-31 12,395.
- SNOW: Country of operation United States; Class CL A; Shares 2024-09-30 0; Shares 2024-12-31 1,682.
Two Form 13F-HR filings compared (SEC CIK 1734565): 2024-09-30 (filed 2024-10-25) and 2024-12-31 (filed 2025-01-27). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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