EWM
Evercore Wealth Management’s Agilent Technologies A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $208K | Hold |
1,763
| – | – | ﹤0.01% | 387 |
|
|
2025
Q1 | $206K | Hold |
1,763
| – | – | ﹤0.01% | 389 |
|
|
2024
Q4 | $237K | Hold |
1,763
| – | – | ﹤0.01% | 378 |
|
|
2024
Q3 | $262K | Sell |
1,763
-230
| -12% | -$34.2K | ﹤0.01% | 361 |
|
|
2024
Q2 | $258K | Buy |
1,993
+216
| +12% | +$28K | ﹤0.01% | 358 |
|
|
2024
Q1 | $259K | Sell |
1,777
-126
| -7% | -$18.3K | ﹤0.01% | 366 |
|
|
2023
Q4 | $265K | Sell |
1,903
-38
| -2% | -$5.28K | ﹤0.01% | 366 |
|
|
2023
Q3 | $217K | Buy |
1,941
+250
| +15% | +$28K | ﹤0.01% | 373 |
|
|
2023
Q2 | $203K | Hold |
1,691
| – | – | ﹤0.01% | 392 |
|
|
2023
Q1 | $234K | Sell |
1,691
-4
| -0.2% | -$553 | ﹤0.01% | 362 |
|
|
2022
Q4 | $254K | Hold |
1,695
| – | – | 0.01% | 346 |
|
|
2022
Q3 | $206K | Hold |
1,695
| – | – | ﹤0.01% | 366 |
|
|
2022
Q2 | $201K | Sell |
1,695
-106
| -6% | -$12.6K | ﹤0.01% | 379 |
|
|
2022
Q1 | $239K | Sell |
1,801
-57
| -3% | -$7.56K | ﹤0.01% | 392 |
|
|
2021
Q4 | $296K | Hold |
1,858
| – | – | ﹤0.01% | 358 |
|
|
2021
Q3 | $293K | Hold |
1,858
| – | – | 0.01% | 367 |
|
|
2021
Q2 | $275K | Sell |
1,858
-68
| -4% | -$10.1K | 0.01% | 377 |
|
|
2021
Q1 | $245K | Buy |
1,926
+60
| +3% | +$7.63K | ﹤0.01% | 399 |
|
|
2020
Q4 | $221K | Buy |
+1,866
| New | +$221K | ﹤0.01% | 396 |
|
|
2018
Q1 | – | Sell |
-423
| Closed | -$28K | – | 350 |
|
|
2017
Q4 | $28K | Hold |
423
| – | – | ﹤0.01% | 660 |
|
|
2017
Q3 | $27K | Hold |
423
| – | – | ﹤0.01% | 651 |
|
|
2017
Q2 | $25K | Hold |
423
| – | – | ﹤0.01% | 675 |
|
|
2017
Q1 | $22K | Sell |
423
-28
| -6% | -$1.46K | ﹤0.01% | 739 |
|
|
2016
Q4 | $20K | Sell |
451
-244
| -35% | -$10.8K | ﹤0.01% | 750 |
|
|
2016
Q3 | $33K | Hold |
695
| – | – | ﹤0.01% | 683 |
|
|
2016
Q2 | $31K | Buy |
695
+168
| +32% | +$7.49K | ﹤0.01% | 678 |
|
|
2016
Q1 | $21K | Hold |
527
| – | – | ﹤0.01% | 712 |
|
|
2015
Q4 | $22K | Buy |
527
+272
| +107% | +$11.4K | ﹤0.01% | 744 |
|
|
2015
Q3 | $9K | Hold |
255
| – | – | ﹤0.01% | 844 |
|
|
2015
Q2 | $10K | Hold |
255
| – | – | ﹤0.01% | 895 |
|
|
2015
Q1 | $11K | Hold |
255
| – | – | ﹤0.01% | 856 |
|
|
2014
Q4 | $10K | Sell |
255
-250
| -50% | -$9.8K | ﹤0.01% | 738 |
|
|
2014
Q3 | $29K | Sell |
505
-500
| -50% | -$28.7K | ﹤0.01% | 681 |
|
|
2014
Q2 | $58K | Sell |
1,005
-142
| -12% | -$8.2K | ﹤0.01% | 591 |
|
|
2014
Q1 | $64K | Buy |
1,147
+600
| +110% | +$33.5K | ﹤0.01% | 557 |
|
|
2013
Q4 | $31K | Sell |
547
-32,464
| -98% | -$1.84M | ﹤0.01% | 621 |
|
|
2013
Q3 | $1.69M | Buy |
33,011
+2,006
| +6% | +$103K | 0.1% | 171 |
|
|
2013
Q2 | $1.33M | Buy |
+31,005
| New | +$1.33M | 0.08% | 186 |
|