A detailed history of Ever Source Wealth Advisors, LLC transactions in Avangrid, Inc. stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 910 shares of AGR stock, worth $32,423. This represents 0.0% of its overall portfolio holdings.

Number of Shares
910
Previous 662 37.46%
Holding current value
$32,423
Previous $23,000 39.13%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

BUY
$35.27 - $36.04 $8,746 - $8,937
248 Added 37.46%
910 $32,000
Q2 2024

Aug 13, 2024

SELL
$35.19 - $37.55 $1,055 - $1,126
-30 Reduced 4.34%
662 $23,000
Q1 2024

Jun 11, 2024

BUY
$29.91 - $36.44 $6,580 - $8,016
220 Added 46.61%
692 $25,000
Q4 2023

Feb 09, 2024

BUY
$28.36 - $33.99 $567 - $679
20 Added 4.42%
472 $15,000
Q3 2023

Nov 03, 2023

BUY
$29.9 - $39.1 $12,737 - $16,656
426 Added 1638.46%
452 $13,000
Q2 2023

Aug 04, 2023

SELL
$37.19 - $41.12 $51,954 - $57,444
-1,397 Reduced 98.17%
26 $0
Q1 2023

May 11, 2023

BUY
$37.53 - $44.56 $7,956 - $9,446
212 Added 17.51%
1,423 $56,000
Q4 2022

Feb 09, 2023

SELL
$38.74 - $43.77 $38,740 - $43,770
-1,000 Reduced 45.23%
1,211 $52,000
Q3 2022

Nov 07, 2022

BUY
$41.7 - $51.63 $92,198 - $114,153
2,211 New
2,211 $92,000

Others Institutions Holding AGR

About Avangrid, Inc.


  • Ticker AGR
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 386,624,000
  • Market Cap $13.8B
  • Description
  • Avangrid, Inc., an energy services holding company, engages in the regulated energy transmission and distribution, and renewable energy generation businesses in the United States. The company operates through Networks and Renewables segments. It is involved in the generation, transmission, and distribution of electricity; and distribution, trans...
More about AGR
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.