Elevation 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 | $493K | Hold |
4,176
| – | – | 0.19% | 72 |
|
2025
Q1 | $489K | Hold |
4,176
| – | – | 0.21% | 70 |
|
2024
Q4 | $561K | Hold |
4,176
| – | – | 0.24% | 64 |
|
2024
Q3 | $620K | Sell |
4,176
-58
| -1% | -$8.61K | 0.27% | 57 |
|
2024
Q2 | $549K | Buy |
4,234
+48
| +1% | +$6.22K | 0.26% | 61 |
|
2024
Q1 | $609K | Sell |
4,186
-10
| -0.2% | -$1.46K | 0.3% | 57 |
|
2023
Q4 | $469K | Hold |
4,196
| – | – | 0.28% | 64 |
|
2023
Q3 | $469K | Hold |
4,196
| – | – | 0.41% | 34 |
|
2023
Q2 | $505K | Buy |
4,196
+50
| +1% | +$6.01K | 0.43% | 32 |
|
2023
Q1 | $574K | Buy |
+4,146
| New | +$574K | 0.53% | 30 |
|