Geneos 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 | $72.5K | Sell |
614
-616
| -50% | -$72.7K | ﹤0.01% | 1393 |
|
|
2025
Q1 | $144K | Buy |
1,230
+843
| +218% | +$98.6K | ﹤0.01% | 1381 |
|
|
2024
Q4 | $52K | Sell |
387
-8
| -2% | -$1.08K | ﹤0.01% | 1306 |
|
|
2024
Q3 | $58.7K | Buy |
395
+64
| +19% | +$9.5K | ﹤0.01% | 1143 |
|
|
2024
Q2 | $42.9K | Hold |
331
| – | – | ﹤0.01% | 1117 |
|
|
2024
Q1 | $48.2K | Hold |
331
| – | – | ﹤0.01% | 1076 |
|
|
2023
Q4 | $46K | Hold |
331
| – | – | ﹤0.01% | 1094 |
|
|
2023
Q3 | $37K | Buy |
331
+10
| +3% | +$1.12K | ﹤0.01% | 1166 |
|
|
2023
Q2 | $38.6K | Hold |
321
| – | – | ﹤0.01% | 1156 |
|
|
2023
Q1 | $44.4K | Hold |
321
| – | – | ﹤0.01% | 1118 |
|
|
2022
Q4 | $48K | Hold |
321
| – | – | ﹤0.01% | 1071 |
|
|
2022
Q3 | $39K | Sell |
321
-162
| -34% | -$19.7K | ﹤0.01% | 1100 |
|
|
2022
Q2 | $57K | Hold |
483
| – | – | ﹤0.01% | 1226 |
|
|
2022
Q1 | $63K | Hold |
483
| – | – | ﹤0.01% | 1270 |
|
|
2021
Q4 | $77K | Hold |
483
| – | – | ﹤0.01% | 1274 |
|
|
2021
Q3 | $75K | Hold |
483
| – | – | ﹤0.01% | 1279 |
|
|
2021
Q2 | $71K | Buy |
483
+36
| +8% | +$5.29K | ﹤0.01% | 1316 |
|
|
2021
Q1 | $59K | Sell |
447
-147
| -25% | -$19.4K | ﹤0.01% | 1540 |
|
|
2020
Q4 | $69K | Sell |
594
-419
| -41% | -$48.7K | ﹤0.01% | 1302 |
|
|
2020
Q3 | $99K | Sell |
1,013
-869
| -46% | -$84.9K | 0.01% | 944 |
|
|
2020
Q2 | $161K | Sell |
1,882
-23
| -1% | -$1.97K | 0.01% | 732 |
|
|
2020
Q1 | $135K | Sell |
1,905
-107
| -5% | -$7.58K | 0.01% | 742 |
|
|
2019
Q4 | $171K | Hold |
2,012
| – | – | 0.01% | 747 |
|
|
2019
Q3 | $153K | Hold |
2,012
| – | – | 0.01% | 742 |
|
|
2019
Q2 | $150K | Sell |
2,012
-240
| -11% | -$17.9K | 0.01% | 765 |
|
|
2019
Q1 | $181K | Sell |
2,252
-1,051
| -32% | -$84.5K | 0.01% | 674 |
|
|
2018
Q4 | $217K | Sell |
3,303
-176
| -5% | -$11.6K | 0.02% | 578 |
|
|
2018
Q3 | $245K | Buy |
3,479
+603
| +21% | +$42.5K | 0.02% | 572 |
|
|
2018
Q2 | $177K | Sell |
2,876
-685
| -19% | -$42.2K | 0.01% | 595 |
|
|
2018
Q1 | $238K | Sell |
3,561
-1,000
| -22% | -$66.8K | 0.02% | 492 |
|
|
2017
Q4 | $305K | Sell |
4,561
-325
| -7% | -$21.7K | 0.03% | 419 |
|
|
2017
Q3 | $313K | Sell |
4,886
-160
| -3% | -$10.3K | 0.03% | 391 |
|
|
2017
Q2 | $299K | Hold |
5,046
| – | – | 0.03% | 398 |
|
|
2017
Q1 | $266K | Sell |
5,046
-93
| -2% | -$4.9K | 0.03% | 410 |
|
|
2016
Q4 | $234K | Hold |
5,139
| – | – | 0.03% | 424 |
|
|
2016
Q3 | $242K | Buy |
5,139
+126
| +3% | +$5.93K | 0.03% | 407 |
|
|
2016
Q2 | $223K | Sell |
5,013
-46
| -0.9% | -$2.05K | 0.03% | 409 |
|
|
2016
Q1 | $203K | Buy |
+5,059
| New | +$203K | 0.03% | 428 |
|