Beta Wealth Group’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 |
-1,787
| Closed | -$240K | – | 106 |
|
|
2024
Q4 | $240K | Sell |
1,787
-105
| -6% | -$14.1K | 0.11% | 98 |
|
|
2024
Q3 | $281K | Buy |
1,892
+3
| +0.2% | +$445 | 0.13% | 91 |
|
|
2024
Q2 | $245K | Buy |
1,889
+72
| +4% | +$9.34K | 0.12% | 92 |
|
|
2024
Q1 | $264K | Buy |
1,817
+3
| +0.2% | +$436 | 0.13% | 90 |
|
|
2023
Q4 | $252K | Buy |
+1,814
| New | +$252K | 0.13% | 91 |
|
|
2023
Q3 | – | Sell |
-1,928
| Closed | -$232K | – | 100 |
|
|
2023
Q2 | $232K | Buy |
1,928
+3
| +0.2% | +$361 | 0.13% | 93 |
|
|
2023
Q1 | $266K | Buy |
1,925
+2
| +0.1% | +$277 | 0.15% | 87 |
|
|
2022
Q4 | $288K | Sell |
1,923
-87
| -4% | -$13K | 0.19% | 81 |
|
|
2022
Q3 | $244K | Buy |
+2,010
| New | +$244K | 0.18% | 78 |
|
|
2022
Q1 | – | Sell |
-2,135
| Closed | -$336K | – | 92 |
|
|
2021
Q4 | $336K | Hold |
2,135
| – | – | 0.24% | 48 |
|
|
2021
Q3 | $336K | Buy |
2,135
+2
| +0.1% | +$315 | 0.24% | 48 |
|
|
2021
Q2 | $315K | Sell |
2,133
-148
| -6% | -$21.9K | 0.22% | 51 |
|
|
2021
Q1 | $290K | Buy |
+2,281
| New | +$290K | 0.21% | 49 |
|
|
2014
Q1 | $299K | Sell |
7,475
-175
| -2% | -$7K | 3.49% | 11 |
|
|
2013
Q4 | $313K | Buy |
+7,650
| New | +$313K | 3.97% | 11 |
|