EP Wealth Advisors’s Agilent Technologies A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Buy |
9,903
+455
| +5% | +$53.7K | 0.01% | 531 |
|
|
2025
Q1 | $1.11M | Sell |
9,448
-68
| -0.7% | -$7.95K | 0.01% | 477 |
|
|
2024
Q4 | $1.28M | Sell |
9,516
-55
| -0.6% | -$7.39K | 0.01% | 441 |
|
|
2024
Q3 | $1.42M | Sell |
9,571
-45
| -0.5% | -$6.68K | 0.01% | 423 |
|
|
2024
Q2 | $1.25M | Buy |
9,616
+1,601
| +20% | +$208K | 0.01% | 352 |
|
|
2024
Q1 | $1.17M | Sell |
8,015
-2,150
| -21% | -$313K | 0.01% | 353 |
|
|
2023
Q4 | $1.41M | Buy |
10,165
+2,619
| +35% | +$364K | 0.02% | 310 |
|
|
2023
Q3 | $844K | Sell |
7,546
-199
| -3% | -$22.3K | 0.01% | 365 |
|
|
2023
Q2 | $928K | Hold |
7,745
| – | – | 0.01% | 351 |
|
|
2023
Q1 | $1.07M | Buy |
7,745
+156
| +2% | +$21.6K | 0.02% | 295 |
|
|
2022
Q4 | $1.14M | Buy |
+7,589
| New | +$1.14M | 0.02% | 264 |
|
|
2022
Q3 | – | Sell |
-7,277
| Closed | -$864K | – | 343 |
|
|
2022
Q2 | $864K | Buy |
7,277
+109
| +2% | +$12.9K | 0.02% | 278 |
|
|
2022
Q1 | $949K | Sell |
7,168
-666
| -9% | -$88.2K | 0.02% | 281 |
|
|
2021
Q4 | $1.25M | Buy |
7,834
+14
| +0.2% | +$2.24K | 0.03% | 233 |
|
|
2021
Q3 | $1.23M | Buy |
7,820
+3,448
| +79% | +$543K | 0.03% | 217 |
|
|
2021
Q2 | $646K | Sell |
4,372
-1,205
| -22% | -$178K | 0.02% | 298 |
|
|
2021
Q1 | $709K | Buy |
5,577
+2,244
| +67% | +$285K | 0.02% | 272 |
|
|
2020
Q4 | $395K | Buy |
+3,333
| New | +$395K | 0.01% | 303 |
|