BSW Wealth Partners’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 | $627K | Buy |
5,316
+413
| +8% | +$48.7K | 0.09% | 134 |
|
|
2025
Q1 | $574K | Sell |
4,903
-440
| -8% | -$51.5K | 0.09% | 137 |
|
|
2024
Q4 | $718K | Buy |
5,343
+403
| +8% | +$54.1K | 0.11% | 114 |
|
|
2024
Q3 | $734K | Sell |
4,940
-742
| -13% | -$110K | 0.11% | 102 |
|
|
2024
Q2 | $737K | Sell |
5,682
-35
| -0.6% | -$4.54K | 0.12% | 99 |
|
|
2024
Q1 | $832K | Sell |
5,717
-195
| -3% | -$28.4K | 0.14% | 91 |
|
|
2023
Q4 | $822K | Buy |
5,912
+165
| +3% | +$22.9K | 0.16% | 83 |
|
|
2023
Q3 | $643K | Sell |
5,747
-1,012
| -15% | -$113K | 0.14% | 87 |
|
|
2023
Q2 | $813K | Sell |
6,759
-75
| -1% | -$9.02K | 0.17% | 78 |
|
|
2023
Q1 | $945K | Sell |
6,834
-63
| -0.9% | -$8.72K | 0.19% | 71 |
|
|
2022
Q4 | $1.03M | Buy |
6,897
+37
| +0.5% | +$5.54K | 0.22% | 65 |
|
|
2022
Q3 | $834K | Buy |
6,860
+210
| +3% | +$25.5K | 0.2% | 64 |
|
|
2022
Q2 | $790K | Buy |
6,650
+17
| +0.3% | +$2.02K | 0.19% | 74 |
|
|
2022
Q1 | $878K | Buy |
6,633
+233
| +4% | +$30.8K | 0.22% | 65 |
|
|
2021
Q4 | $1.02M | Sell |
6,400
-37
| -0.6% | -$5.91K | 0.26% | 55 |
|
|
2021
Q3 | $1.01M | Sell |
6,437
-243
| -4% | -$38.3K | 0.28% | 51 |
|
|
2021
Q2 | $987K | Buy |
6,680
+330
| +5% | +$48.8K | 0.27% | 52 |
|
|
2021
Q1 | $807K | Buy |
6,350
+463
| +8% | +$58.8K | 0.23% | 58 |
|
|
2020
Q4 | $698K | Buy |
5,887
+177
| +3% | +$21K | 0.21% | 57 |
|
|
2020
Q3 | $576K | Buy |
5,710
+789
| +16% | +$79.6K | 0.22% | 55 |
|
|
2020
Q2 | $435K | Buy |
4,921
+195
| +4% | +$17.2K | 0.15% | 73 |
|
|
2020
Q1 | $338K | Buy |
4,726
+118
| +3% | +$8.44K | 0.14% | 72 |
|
|
2019
Q4 | $393K | Buy |
4,608
+70
| +2% | +$5.97K | 0.13% | 78 |
|
|
2019
Q3 | $348K | Buy |
4,538
+64
| +1% | +$4.91K | 0.13% | 67 |
|
|
2019
Q2 | $334K | Sell |
4,474
-133
| -3% | -$9.93K | 0.13% | 70 |
|
|
2019
Q1 | $370K | Buy |
4,607
+254
| +6% | +$20.4K | 0.15% | 60 |
|
|
2018
Q4 | $294K | Sell |
4,353
-1,287
| -23% | -$86.9K | 0.11% | 70 |
|
|
2018
Q3 | $398K | Hold |
5,640
| – | – | 0.15% | 56 |
|
|
2018
Q2 | $349K | Buy |
5,640
+285
| +5% | +$17.6K | 0.15% | 57 |
|
|
2018
Q1 | $358K | Hold |
5,355
| – | – | 0.16% | 54 |
|
|
2017
Q4 | $359K | Buy |
5,355
+8
| +0.1% | +$536 | 0.15% | 55 |
|
|
2017
Q3 | $343K | Buy |
5,347
+215
| +4% | +$13.8K | 0.15% | 53 |
|
|
2017
Q2 | $304K | Buy |
5,132
+191
| +4% | +$11.3K | 0.14% | 57 |
|
|
2017
Q1 | $261K | Sell |
4,941
-298
| -6% | -$15.7K | 0.13% | 61 |
|
|
2016
Q4 | $239K | Buy |
5,239
+4,999
| +2,083% | +$228K | 0.12% | 65 |
|
|
2016
Q3 | $5.09K | Sell |
240
-4,360
| -95% | -$92.5K | 0.18% | 48 |
|
|
2016
Q2 | $204K | Buy |
+4,600
| New | +$204K | 0.11% | 63 |
|