Capital Planning Advisors’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 |
-1,635
| Closed | -$220K | – | 136 |
|
|
2024
Q4 | $220K | Buy |
1,635
+3
| +0.2% | +$403 | 0.03% | 133 |
|
|
2024
Q3 | $242K | Buy |
1,632
+1
| +0.1% | +$148 | 0.04% | 130 |
|
|
2024
Q2 | $211K | Sell |
1,631
-12
| -0.7% | -$1.56K | 0.04% | 134 |
|
|
2024
Q1 | $239K | Buy |
1,643
+8
| +0.5% | +$1.16K | 0.04% | 132 |
|
|
2023
Q4 | $227K | Buy |
+1,635
| New | +$227K | 0.04% | 123 |
|
|
2023
Q2 | – | Sell |
-1,763
| Closed | -$244K | – | 129 |
|
|
2023
Q1 | $244K | Hold |
1,763
| – | – | 0.05% | 115 |
|
|
2022
Q4 | $264K | Hold |
1,763
| – | – | 0.06% | 107 |
|
|
2022
Q3 | $214K | Buy |
1,763
+63
| +4% | +$7.65K | 0.06% | 117 |
|
|
2022
Q2 | $202K | Sell |
1,700
-30
| -2% | -$3.57K | 0.05% | 128 |
|
|
2022
Q1 | $229K | Buy |
1,730
+82
| +5% | +$10.9K | 0.05% | 151 |
|
|
2021
Q4 | $263K | Hold |
1,648
| – | – | 0.05% | 141 |
|
|
2021
Q3 | $260K | Hold |
1,648
| – | – | 0.05% | 128 |
|
|
2021
Q2 | $244K | Buy |
1,648
+38
| +2% | +$5.63K | 0.05% | 136 |
|
|
2021
Q1 | $205K | Buy |
+1,610
| New | +$205K | 0.05% | 128 |
|