Congress Wealth Management’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 | $741K | Buy |
6,273
+3,298
| +111% | +$389K | 0.01% | 793 |
|
|
2025
Q1 | $350K | Buy |
2,975
+88
| +3% | +$10.4K | ﹤0.01% | 911 |
|
|
2024
Q4 | $388K | Buy |
2,887
+1,060
| +58% | +$142K | 0.01% | 701 |
|
|
2024
Q3 | $271K | Buy |
+1,827
| New | +$271K | ﹤0.01% | 752 |
|
|
2024
Q2 | – | Sell |
-1,503
| Closed | -$219K | – | 710 |
|
|
2024
Q1 | $219K | Buy |
+1,503
| New | +$219K | ﹤0.01% | 560 |
|
|
2023
Q1 | – | Sell |
-1,393
| Closed | -$208K | – | 554 |
|
|
2022
Q4 | $208K | Buy |
+1,393
| New | +$208K | 0.01% | 531 |
|