Athena Investment Management Sells in Q4 2024

Athena Investment Management

  • $161 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-876
- 27.1%
$442.29 - $483.08 $387K - $423K
2.36K $1.07M
AFL
Aflac Inc

Financial Services
-1.08K
- 5.66%
$100.37 - $115.27 $109K - $125K
18.1K $1.87M
AMGN
Amgen Inc

Healthcare
-25
- 0.65%
$258.78 - $328.31 $6.47K - $8.21K
3.82K $996K
ABBV
Abb Vie Inc.

Healthcare
-3
- 0.03%
$164.99 - $203.87 $495 - $612
11.4K $2.02M
INTC
Intel Corp

Technology
-2.66K
- 5.34%
$19.07 - $26.23 $50.8K - $69.9K
47.3K $947K
HD
Home Depot, Inc.

Consumer Cyclical
-278
- 4.19%
$385.02 - $431.37 $107K - $120K
6.35K $2.47M
LLY
Eli Lilly & CO

Healthcare
-4
- 0.28%
$727.2 - $932.06 $2.91K - $3.73K
1.41K $1.09M
DOW
Dow Inc.

Basic Materials
-1.45K
- 19.94%
$39.1 - $55.34 $56.6K - $80.1K
5.81K $233K
PFE
Pfizer Inc

Healthcare
-809
- 1.55%
$24.8 - $30.19 $20.1K - $24.4K
51.4K $1.36M
CVS
Cvs Health Corp

Healthcare
-428
- 6.46%
$43.78 - $67.46 $18.7K - $28.9K
6.19K $278K
ADM
Archer Daniels Midland CO

Consumer Defensive
-12
- 0.08%
$49.38 - $59.52 $593 - $714
14.6K $740K
XOM
Exxon Mobil Corp

Energy
-5
- 0.04%
$105.51 - $125.37 $528 - $627
12.4K $1.33M
PG
Procter & Gamble CO

Consumer Defensive
-447
- 6.26%
$161.05 - $179.7 $72K - $80.3K
6.69K $1.12M
CAT
Caterpillar Inc

Industrials
-137
- 7.42%
$360.37 - $416.88 $49.4K - $57.1K
1.71K $619K
NSC
Norfolk Southern Corp

Industrials
-166
- 4.3%
$230.6 - $277.0 $38.3K - $46K
3.7K $867K
RTX
Raytheon Technologies Corp

Industrials
-57
- 0.36%
$114.45 - $127.21 $6.52K - $7.25K
15.6K $1.81M
MCD
Mcdonalds Corp

Consumer Cyclical
-73
- 1.72%
$288.47 - $316.54 $21.1K - $23.1K
4.18K $1.21M
IBM
International Business Machines Corp

Technology
-298
- 4.27%
$204.9 - $238.04 $61.1K - $70.9K
6.67K $1.47M
AVY
Avery Dennison Corp

Industrials
-42
- 2.49%
$186.26 - $220.48 $7.82K - $9.26K
1.65K $308K
RS
Reliance Steel & Aluminum CO

Basic Materials
-34
- 1.36%
$264.2 - $326.32 $8.98K - $11.1K
2.47K $665K
ETN
Eaton Corp PLC

Industrials
-169
- 14.68%
$326.96 - $377.52 $55.3K - $63.8K
982 $325K
WY
Weyerhaeuser CO

Real Estate
-109
- 1.34%
$27.21 - $33.7 $2.97K - $3.67K
8.03K $225K
EFG
Msci Eafe Growth ETF

ETFs
-9
- 0.2%
$96.83 - $106.88 $871 - $962
4.53K $438K
CVX
Chevron Corp

Energy
-150
- 1.46%
$141.15 - $162.53 $21.2K - $24.4K
10.1K $1.46M
TT
Trane Technologies PLC

Industrials
-75
- 10.58%
$369.35 - $419.14 $27.7K - $31.4K
634 $234K
TJX
Tjx Companies Inc

Consumer Cyclical
-435
- 10.89%
$112.15 - $127.2 $48.8K - $55.3K
3.56K $430K
ITW
Illinois Tool Works Inc

Industrials
-36
- 1.07%
$253.56 - $278.5 $9.13K - $10K
3.32K $842K
ACN
Accenture PLC

Technology
-100
- 12.36%
$343.9 - $376.86 $34.4K - $37.7K
709 $249K
ORCL
Oracle Corp

Technology
-151
- 6.07%
$165.41 - $192.43 $25K - $29.1K
2.34K $389K
TXN
Texas Instruments Inc

Technology
-160
- 4.21%
N/A
3.64K $708K
OXY
Occidental Petroleum Corp

Energy
-212
- 3.2%
$45.36 - $55.91 $9.62K - $11.9K
6.41K $316K
ALL
Allstate Corp

Financial Services
-148
- 8.19%
$181.25 - $208.2 $26.8K - $30.8K
1.66K $319K
SYK
Stryker Corp

Healthcare
-56
- 4.98%
$345.14 - $392.15 $19.3K - $22K
1.07K $384K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-113
- 6.92%
$481.22 - $538.17 $54.4K - $60.8K
1.52K $777K
APD
Air Products & Chemicals, Inc.

Basic Materials
-28
- 2.33%
$285.5 - $335.62 $7.99K - $9.4K
1.17K $340K
WMT
Walmart Inc.

Consumer Defensive
-1.25K
- 11.47%
$79.1 - $95.7 $98.5K - $119K
9.61K $867K
MSI
Motorola Solutions, Inc.

Technology
-49
- 4.01%
$449.08 - $504.6 $22K - $24.7K
1.17K $542K
MCK
Mckesson Corp

Healthcare
-142
- 14.36%
$482.27 - $628.5 $68.5K - $89.2K
847 $482K
PCG
Pg&E Corp

Utilities
-369
- 2.91%
$19.2 - $21.63 $7.08K - $7.98K
12.3K $248K
Ge Aerospace
-52
- 0.58%
N/A
8.91K $0
Ge Vernova Inc
-565
- 25.48%
N/A
1.65K $0
Ge Healthcare Technologies Inc.
-56
- 1.86%
N/A
2.96K $0
United Health Group Inc.
-192
- 1.52%
N/A
12.4K $0
IWR
Ishares Russell Mid Cap ETF

ETFs
-3
- 0.13%
$87.25 - $95.52 $262 - $287
2.35K $207K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-5
- 0.05%
$61.68 - $67.87 $308 - $339
9.65K $601K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-16
- 2.18%
$311.11 - $335.64 $4.98K - $5.37K
718 $231K
COST
Costco Wholesale Corp

Consumer Defensive
-5
- 2.13%
$873.59 - $994.69 $4.37K - $4.97K
230 $210K
DE
Deere & CO

Industrials
-8
- 0.6%
$389.45 - $466.0 $3.12K - $3.73K
1.32K $557K
GS
Goldman Sachs Group Inc

Financial Services
-181
- 12.26%
$486.1 - $608.57 $88K - $110K
1.3K $741K
Activity Summary
Buys All Purchases 26 New Holdings 7 Increased Positions 19 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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