Geneos Wealth Management Inc. Avangrid, Inc. Transaction History

Geneos Wealth Management Inc.

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 26, 2024	SELL	$28.36 - $33.99 $22,404 - $26,852	-790 Reduced 96.58%	28 $0
Q3 2023 Oct 11, 2023	BUY	$29.9 - $39.1 $24,458 - $31,983	818 New	818 $24,000
Q3 2022 Nov 14, 2022	SELL	$41.7 - $51.63 $834 - $1,032	-20 Reduced 3.8%	506 $21,000
Q2 2022 Jul 22, 2022	SELL	$43.26 - $49.22 $475 - $541	-11 Reduced 2.05%	526 $24,000
Q1 2022 May 16, 2022	SELL	$43.39 - $50.14 $24,645 - $28,479	-568 Reduced 51.4%	537 $25,000
Q4 2021 Feb 09, 2022	BUY	$47.91 - $53.3 $7,905 - $8,794	165 Added 17.55%	1,105 $55,000
Q3 2021 Nov 09, 2021	BUY	$48.6 - $55.32 $20,120 - $22,902	414 Added 78.71%	940 $45,000
Q2 2020 Sep 07, 2021	BUY	$39.68 - $46.61 $20,871 - $24,516	526 New	526 $21,000
Q1 2020 Sep 07, 2021	SELL	$36.14 - $56.57 $722 - $1,131	-20 Closed	0 $0
Q1 2019 Sep 07, 2021	BUY	$47.76 - $51.18 $955 - $1,023	20 New	20 $1,000
Q4 2018 Sep 07, 2021	SELL	$46.16 - $53.08 $6,462 - $7,431	-140 Closed	0 $0
Q2 2018 Sep 07, 2021	SELL	$49.61 - $54.26 $12,799 - $13,999	-258 Reduced 64.82%	140 $7,000
Q4 2017 Sep 07, 2021	SELL	$47.38 - $53.07 $8,528 - $9,552	-180 Reduced 31.14%	398 $20,000
Q3 2017 Sep 07, 2021	BUY	$45.42 - $48.93 $9,084 - $9,786	200 Added 52.91%	578 $27,000
Q1 2017 Sep 07, 2021	SELL	N/A	-108 Reduced 22.22%	378 $16,000
Q3 2016 Sep 07, 2021	BUY	N/A	108 Added 28.57%	486 $20,000
Q1 2016 Sep 07, 2021	BUY	N/A	378	378 $14,000

293

44.7M

19.4K

15.7K

Ticker AGR
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 386,624,000
Market Cap $13.9B
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...

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