Evergreen Wealth Solutions, LLC Sells in Q3 2024

Evergreen Wealth Solutions, LLC

  • $147 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
UNP
Union Pacific Corp

Industrials
-291
- 13.28%
$221.78 - $256.09 $64.5K - $74.5K
1.9K $467K
PWOD
Penns Woods Bancorp Inc

Financial Services
-3.61K
- 19.94%
$19.29 - $23.98 $69.7K - $86.6K
14.5K $345K
LOW
Lowes Companies Inc

Consumer Cyclical
-1.19K
- 20.25%
$213.3 - $270.78 $253K - $321K
4.67K $1.26M
ALL
Allstate Corp

Financial Services
-395
- 23.07%
$158.43 - $192.86 $62.6K - $76.2K
1.32K $249K
AMP
Ameriprise Financial Inc

Financial Services
-198
- 11.41%
$391.53 - $469.81 $77.5K - $93K
1.54K $722K
XOM
Exxon Mobil Corp

Energy
-198
- 4.86%
$109.72 - $119.0 $21.7K - $23.6K
3.88K $454K
AXP
American Express CO

Financial Services
-258
- 14.88%
$225.92 - $271.17 $58.3K - $70K
1.48K $400K
Kenvue Inc
-2.2K
- 11.63%
N/A
16.7K $0
V
Visa Inc.

Financial Services
-45
- 3.38%
$253.74 - $291.56 $11.4K - $13.1K
1.29K $353K
CIG
Energy CO Of Minas Gerais

Utilities
-731
- 2.66%
$1.76 - $2.19 $1.29K - $1.6K
26.8K $55K
IWS
Ishares Russell Midcap Value E

ETFs
-248
- 6.07%
$119.52 - $132.25 $29.6K - $32.8K
3.84K $507K
META
Meta Platforms, Inc.

Communication Services
-155
- 10.01%
$453.41 - $572.44 $70.3K - $88.7K
1.39K $797K
IWP
Ishares Russell Mid Cap Growth

ETFs
-50
- 1.4%
$103.87 - $117.59 $5.19K - $5.88K
3.53K $414K
PWR
Quanta Services, Inc.

Industrials
-222
- 11.22%
$239.58 - $298.23 $53.2K - $66.2K
1.76K $523K
MAS
Masco Corp

Industrials
-819
- 9.89%
$64.7 - $83.94 $53K - $68.7K
7.46K $626K
IBM
International Business Machines Corp

Technology
-1K
- 15.61%
$175.1 - $223.38 $175K - $223K
5.41K $1.2M
MTB
M&T Bank Corp

Financial Services
-298
- 5.55%
$146.49 - $179.85 $43.7K - $53.6K
5.07K $903K
Activity Summary
Buys All Purchases 34 New Holdings 5 Increased Positions 29 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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