Adell Harriman & Carpenter’s Agilent Technologies A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,594
| Closed | -$214K | – | 171 |
|
|
2024
Q4 | $214K | Hold |
1,594
| – | – | 0.01% | 162 |
|
|
2024
Q3 | $237K | Hold |
1,594
| – | – | 0.02% | 154 |
|
|
2024
Q2 | $207K | Sell |
1,594
-750
| -32% | -$97.2K | 0.02% | 157 |
|
|
2024
Q1 | $341K | Hold |
2,344
| – | – | 0.03% | 140 |
|
|
2023
Q4 | $326K | Sell |
2,344
-1,500
| -39% | -$209K | 0.03% | 140 |
|
|
2023
Q3 | $430K | Hold |
3,844
| – | – | 0.04% | 125 |
|
|
2023
Q2 | $459K | Sell |
3,844
-3,426
| -47% | -$409K | 0.05% | 127 |
|
|
2023
Q1 | $1.01M | Buy |
+7,270
| New | +$1.01M | 0.11% | 101 |
|