Avior Wealth Management’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 |
-529
| Closed | -$71.1K | – | 738 |
|
|
2024
Q4 | $71.1K | Sell |
529
-3
| -0.6% | -$403 | ﹤0.01% | 1020 |
|
|
2024
Q3 | $79K | Buy |
532
+11
| +2% | +$1.63K | ﹤0.01% | 952 |
|
|
2024
Q2 | $67.5K | Sell |
521
-1,089
| -68% | -$141K | ﹤0.01% | 990 |
|
|
2024
Q1 | $234K | Buy |
1,610
+1,091
| +210% | +$159K | 0.01% | 663 |
|
|
2023
Q4 | $72.2K | Hold |
519
| – | – | ﹤0.01% | 673 |
|
|
2023
Q3 | $58K | Hold |
519
| – | – | ﹤0.01% | 737 |
|
|
2023
Q2 | $62.4K | Sell |
519
-55
| -10% | -$6.61K | ﹤0.01% | 714 |
|
|
2023
Q1 | $79.4K | Buy |
574
+47
| +9% | +$6.5K | 0.01% | 674 |
|
|
2022
Q4 | $78.9K | Hold |
527
| – | – | 0.01% | 561 |
|
|
2022
Q3 | $64K | Buy |
527
+8
| +2% | +$972 | 0.01% | 572 |
|
|
2022
Q2 | $61K | Hold |
519
| – | – | 0.01% | 538 |
|
|
2022
Q1 | $68K | Hold |
519
| – | – | 0.01% | 550 |
|
|
2021
Q4 | $82K | Sell |
519
-19
| -4% | -$3K | 0.01% | 527 |
|
|
2021
Q3 | $84K | Buy |
538
+38
| +8% | +$5.93K | 0.01% | 507 |
|
|
2021
Q2 | $73K | Hold |
500
| – | – | 0.01% | 497 |
|
|
2021
Q1 | $63K | Hold |
500
| – | – | 0.01% | 509 |
|
|
2020
Q4 | $59K | Hold |
500
| – | – | 0.01% | 479 |
|
|
2020
Q3 | $50K | Hold |
500
| – | – | 0.01% | 499 |
|
|
2020
Q2 | $44K | Hold |
500
| – | – | 0.01% | 495 |
|
|
2020
Q1 | $35K | Hold |
500
| – | – | 0.01% | 473 |
|
|
2019
Q4 | $42K | Hold |
500
| – | – | 0.01% | 474 |
|
|
2019
Q3 | $38K | Hold |
500
| – | – | 0.01% | 474 |
|
|
2019
Q2 | $37K | Buy |
+500
| New | +$37K | 0.01% | 476 |
|
|
2019
Q1 | – | Sell |
-3,063
| Closed | -$206K | – | 639 |
|
|
2018
Q4 | $206K | Buy |
3,063
+500
| +20% | +$33.6K | 0.05% | 307 |
|
|
2018
Q3 | $181K | Hold |
2,563
| – | – | 0.04% | 367 |
|
|
2018
Q2 | $158K | Sell |
2,563
-31
| -1% | -$1.91K | 0.04% | 379 |
|
|
2018
Q1 | $174K | Sell |
2,594
-339
| -12% | -$22.7K | 0.04% | 347 |
|
|
2017
Q4 | $196K | Buy |
+2,933
| New | +$196K | 0.04% | 331 |
|