Concord 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
Q1 | – | Sell |
-2
| Closed | -$269 | – | 814 |
|
|
2024
Q4 | $269 | Hold |
2
| – | – | ﹤0.01% | 887 |
|
|
2024
Q3 | $297 | Buy |
+2
| New | +$297 | ﹤0.01% | 918 |
|
|
2024
Q1 | – | Sell |
-1,281
| Closed | -$178K | – | 853 |
|
|
2023
Q4 | $178K | Sell |
1,281
-117
| -8% | -$16.3K | 0.04% | 212 |
|
|
2023
Q3 | $156K | Buy |
1,398
+1,381
| +8,124% | +$154K | 0.03% | 220 |
|
|
2023
Q2 | $2.06K | Hold |
17
| – | – | ﹤0.01% | 859 |
|
|
2023
Q1 | $2.37K | Hold |
17
| – | – | ﹤0.01% | 788 |
|
|
2022
Q4 | $2.56K | Buy |
+17
| New | +$2.56K | ﹤0.01% | 896 |
|
|
2022
Q3 | – | Sell |
-105
| Closed | -$12K | – | 160 |
|
|
2022
Q2 | $12K | Sell |
105
-78
| -43% | -$8.91K | ﹤0.01% | 641 |
|
|
2022
Q1 | $24K | Buy |
183
+62
| +51% | +$8.13K | 0.01% | 594 |
|
|
2021
Q4 | $19K | Buy |
121
+71
| +142% | +$11.1K | ﹤0.01% | 651 |
|
|
2021
Q3 | $8K | Sell |
50
-71
| -59% | -$11.4K | ﹤0.01% | 494 |
|
|
2021
Q2 | $18K | Buy |
121
+22
| +22% | +$3.27K | 0.01% | 516 |
|
|
2021
Q1 | $13K | Buy |
+99
| New | +$13K | ﹤0.01% | 533 |
|