Allworth Financial’s Agilent Technologies A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $864K | Buy |
7,325
+739
| +11% | +$87.2K | ﹤0.01% | 677 |
|
|
2025
Q1 | $705K | Sell |
6,586
-61
| -0.9% | -$6.53K | ﹤0.01% | 608 |
|
|
2024
Q4 | $1.01M | Buy |
6,647
+2,361
| +55% | +$360K | 0.01% | 533 |
|
|
2024
Q3 | $636K | Sell |
4,286
-34
| -0.8% | -$5.05K | ﹤0.01% | 527 |
|
|
2024
Q2 | $569K | Buy |
4,320
+168
| +4% | +$22.1K | ﹤0.01% | 545 |
|
|
2024
Q1 | $604K | Buy |
4,152
+4
| +0.1% | +$582 | ﹤0.01% | 508 |
|
|
2023
Q4 | $577K | Buy |
4,148
+139
| +3% | +$19.3K | ﹤0.01% | 493 |
|
|
2023
Q3 | $448K | Buy |
4,009
+30
| +0.8% | +$3.36K | ﹤0.01% | 511 |
|
|
2023
Q2 | $478K | Sell |
3,979
-17
| -0.4% | -$2.04K | ﹤0.01% | 512 |
|
|
2023
Q1 | $553K | Sell |
3,996
-1,056
| -21% | -$146K | 0.01% | 449 |
|
|
2022
Q4 | $756K | Buy |
5,052
+971
| +24% | +$145K | 0.01% | 385 |
|
|
2022
Q3 | $496K | Sell |
4,081
-673
| -14% | -$81.8K | 0.01% | 426 |
|
|
2022
Q2 | $565K | Buy |
4,754
+397
| +9% | +$47.2K | 0.01% | 382 |
|
|
2022
Q1 | $577K | Buy |
4,357
+942
| +28% | +$125K | 0.01% | 372 |
|
|
2021
Q4 | $545K | Sell |
3,415
-102
| -3% | -$16.3K | 0.01% | 362 |
|
|
2021
Q3 | $554K | Buy |
3,517
+634
| +22% | +$99.9K | 0.01% | 315 |
|
|
2021
Q2 | $426K | Sell |
2,883
-2,742
| -49% | -$405K | 0.01% | 278 |
|
|
2021
Q1 | $715K | Sell |
5,625
-26
| -0.5% | -$3.31K | 0.01% | 200 |
|
|
2020
Q4 | $670K | Buy |
5,651
+239
| +4% | +$28.3K | 0.02% | 146 |
|
|
2020
Q3 | $546K | Hold |
5,412
| – | – | 0.02% | 141 |
|
|
2020
Q2 | $478K | Sell |
5,412
-6
| -0.1% | -$530 | 0.01% | 147 |
|
|
2020
Q1 | $388K | Buy |
5,418
+6
| +0.1% | +$430 | 0.01% | 179 |
|
|
2019
Q4 | $462K | Buy |
5,412
+2,583
| +91% | +$221K | 0.02% | 115 |
|
|
2019
Q3 | $217K | Hold |
2,829
| – | – | 0.01% | 161 |
|
|
2019
Q2 | $211K | Buy |
2,829
+654
| +30% | +$48.8K | 0.01% | 163 |
|
|
2019
Q1 | $175K | Sell |
2,175
-206
| -9% | -$16.6K | 0.01% | 174 |
|
|
2018
Q4 | $161K | Hold |
2,381
| – | – | 0.01% | 165 |
|
|
2018
Q3 | $168K | Hold |
2,381
| – | – | 0.01% | 173 |
|
|
2018
Q2 | $147K | Buy |
2,381
+464
| +24% | +$28.6K | 0.01% | 184 |
|
|
2018
Q1 | $128K | Hold |
1,917
| – | – | 0.01% | 161 |
|
|
2017
Q4 | $128K | Hold |
1,917
| – | – | 0.01% | 151 |
|
|
2017
Q3 | $123K | Sell |
1,917
-40
| -2% | -$2.57K | 0.01% | 152 |
|
|
2017
Q2 | $116K | Hold |
1,957
| – | – | 0.01% | 163 |
|
|
2017
Q1 | $103K | Sell |
1,957
-674
| -26% | -$35.5K | 0.01% | 160 |
|
|
2016
Q4 | $120K | Hold |
2,631
| – | – | 0.01% | 142 |
|
|
2016
Q3 | $124K | Buy |
2,631
+229
| +10% | +$10.8K | 0.01% | 131 |
|
|
2016
Q2 | $107K | Sell |
2,402
-265
| -10% | -$11.8K | 0.01% | 141 |
|
|
2016
Q1 | $106K | Buy |
2,667
+376
| +16% | +$14.9K | 0.01% | 148 |
|
|
2015
Q4 | $96K | Hold |
2,291
| – | – | 0.02% | 152 |
|
|
2015
Q3 | $79K | Buy |
2,291
+207
| +10% | +$7.14K | 0.03% | 156 |
|
|
2015
Q2 | $80K | Sell |
2,084
-423
| -17% | -$16.2K | 0.03% | 157 |
|
|
2015
Q1 | $104K | Buy |
+2,507
| New | +$104K | 0.04% | 137 |
|