Carson Wealth (CWM LLC)’s Agilent Technologies A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.86M | Buy |
58,096
+45,433
| +359% | +$5.36M | 0.02% | 502 |
|
|
2025
Q1 | $1.48M | Sell |
12,663
-1,609
| -11% | -$188K | 0.01% | 945 |
|
|
2024
Q4 | $1.92M | Buy |
14,272
+2,781
| +24% | +$374K | 0.01% | 797 |
|
|
2024
Q3 | $1.71M | Buy |
11,491
+153
| +1% | +$22.7K | 0.01% | 770 |
|
|
2024
Q2 | $1.47M | Sell |
11,338
-380
| -3% | -$49.3K | 0.01% | 728 |
|
|
2024
Q1 | $1.71M | Buy |
11,718
+4,159
| +55% | +$605K | 0.01% | 671 |
|
|
2023
Q4 | $1.05M | Buy |
7,559
+836
| +12% | +$116K | 0.01% | 785 |
|
|
2023
Q3 | $752K | Sell |
6,723
-466
| -6% | -$52.1K | ﹤0.01% | 845 |
|
|
2023
Q2 | $864K | Buy |
7,189
+455
| +7% | +$54.7K | 0.01% | 765 |
|
|
2023
Q1 | $932K | Sell |
6,734
-13
| -0.2% | -$1.8K | 0.01% | 681 |
|
|
2022
Q4 | $1.01M | Buy |
6,747
+856
| +15% | +$128K | 0.01% | 613 |
|
|
2022
Q3 | $716K | Buy |
5,891
+1,001
| +20% | +$122K | 0.01% | 640 |
|
|
2022
Q2 | $581K | Buy |
4,890
+81
| +2% | +$9.62K | ﹤0.01% | 696 |
|
|
2022
Q1 | $636K | Buy |
4,809
+995
| +26% | +$132K | ﹤0.01% | 656 |
|
|
2021
Q4 | $609K | Buy |
+3,814
| New | +$609K | ﹤0.01% | 676 |
|
|
2021
Q2 | $246K | Hold |
1,661
| – | – | ﹤0.01% | 834 |
|
|
2021
Q1 | $246K | Hold |
1,661
| – | – | ﹤0.01% | 834 |
|
|
2020
Q4 | $246K | Hold |
1,661
| – | – | ﹤0.01% | 834 |
|
|
2020
Q3 | $246K | Hold |
1,661
| – | – | ﹤0.01% | 834 |
|
|
2020
Q2 | $246K | Hold |
1,661
| – | – | ﹤0.01% | 834 |
|
|
2020
Q1 | $246K | Hold |
1,661
| – | – | ﹤0.01% | 834 |
|
|
2019
Q4 | $246K | Hold |
1,661
| – | – | ﹤0.01% | 834 |
|
|
2019
Q3 | $246K | Hold |
1,661
| – | – | ﹤0.01% | 834 |
|
|
2019
Q2 | $246K | Hold |
1,661
| – | – | ﹤0.01% | 834 |
|
|
2019
Q1 | $246K | Sell |
1,661
-777
| -32% | -$115K | ﹤0.01% | 834 |
|
|
2018
Q4 | $164K | Buy |
2,438
+1,767
| +263% | +$119K | ﹤0.01% | 639 |
|
|
2018
Q3 | $47K | Buy |
671
+12
| +2% | +$841 | ﹤0.01% | 759 |
|
|
2018
Q2 | $41K | Sell |
659
-153
| -19% | -$9.52K | ﹤0.01% | 670 |
|
|
2018
Q1 | $54K | Sell |
812
-50
| -6% | -$3.33K | ﹤0.01% | 540 |
|
|
2017
Q4 | $58K | Hold |
862
| – | – | ﹤0.01% | 502 |
|
|
2017
Q3 | $55K | Buy |
862
+89
| +12% | +$5.68K | ﹤0.01% | 499 |
|
|
2017
Q2 | $46K | Hold |
773
| – | – | ﹤0.01% | 492 |
|
|
2017
Q1 | $41K | Buy |
773
+20
| +3% | +$1.06K | ﹤0.01% | 487 |
|
|
2016
Q4 | $34K | Buy |
753
+130
| +21% | +$5.87K | ﹤0.01% | 495 |
|
|
2016
Q3 | $29K | Buy |
623
+470
| +307% | +$21.9K | ﹤0.01% | 500 |
|
|
2016
Q2 | $7K | Hold |
153
| – | – | ﹤0.01% | 585 |
|
|
2016
Q1 | $6K | Hold |
153
| – | – | ﹤0.01% | 572 |
|
|
2015
Q4 | $6K | Hold |
153
| – | – | ﹤0.01% | 500 |
|
|
2015
Q3 | $5K | Buy |
+153
| New | +$5K | ﹤0.01% | 492 |
|
|
2014
Q1 | – | Sell |
-457
| Closed | -$19K | – | 140 |
|
|
2013
Q4 | $19K | Buy |
457
+7
| +2% | +$291 | ﹤0.01% | 345 |
|
|
2013
Q3 | $17K | Buy |
+450
| New | +$17K | ﹤0.01% | 281 |
|