Athena Investment Management Purchases and Sells in Q4 2024

Athena Investment Management

$161 Million
Q4 2024

Top Buys

Incresed Positions

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHX	920K + 203.16%	$22.4 - $68.28 $20.6M - $62.8M	1.37M $31.8M
AVGO	238 + 4.0%	$159.67 - $250.0 $38K - $59.5K	6.18K $1.43M
SCHG	94.9K + 302.28%	$25.93 - $105.3 $2.46M - $9.99M	126K $3.52M
VV	730 + 22.53%	$260.27 - $280.65 $190K - $205K	3.97K $1.07M
VHT	1K + 59.63%	$250.81 - $283.3 $251K - $283K	2.68K $679K
VTRS	11.7K + 28.11%	$11.32 - $13.37 $133K - $157K	53.5K $666K

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CW	851 New	$335.08 - $389.49 $285K - $331K	851 $301K
KMI	8.82K New	$22.59 - $28.54 $199K - $252K	8.82K $241K
LH	1.04K New	$212.02 - $246.22 $220K - $255K	1.04K $237K
CRM	705 New	$270.87 - $367.87 $191K - $259K	705 $235K
SYF	3.45K New	$49.01 - $68.55 $169K - $236K	3.45K $224K
IWP	1.62K New	$116.4 - $138.52 $189K - $225K	1.62K $205K

Top Sells

Reduced Positions

61 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-B	-876 - 27.1%	$442.29 - $483.08 $387K - $423K	2.36K $1.07M
AFL	-1.08K - 5.66%	$100.37 - $115.27 $109K - $125K	18.1K $1.87M
AMGN	-25 - 0.65%	$258.78 - $328.31 $6.47K - $8.21K	3.82K $996K
ABBV	-3 - 0.03%	$164.99 - $203.87 $495 - $612	11.4K $2.02M
INTC	-2.66K - 5.34%	$19.07 - $26.23 $50.8K - $69.9K	47.3K $947K
HD	-278 - 4.19%	$385.02 - $431.37 $107K - $120K	6.35K $2.47M

Activity Summary All Purchases 26 New Holdings 7 Increased Positions 19 All Sells 61 Reductions 61 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Athena Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Athena Investment Management with notifications on news.