GeoWealth 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 | $92.2K | Buy |
781
+135
| +21% | +$15.9K | ﹤0.01% | 830 |
|
|
2025
Q1 | $75.6K | Sell |
646
-817
| -56% | -$95.6K | ﹤0.01% | 837 |
|
|
2024
Q4 | $197K | Buy |
1,463
+28
| +2% | +$3.76K | 0.01% | 774 |
|
|
2024
Q3 | $213K | Sell |
1,435
-153
| -10% | -$22.7K | 0.01% | 701 |
|
|
2024
Q2 | $206K | Sell |
1,588
-324
| -17% | -$42K | 0.01% | 678 |
|
|
2024
Q1 | $278K | Sell |
1,912
-136
| -7% | -$19.8K | 0.01% | 593 |
|
|
2023
Q4 | $285K | Buy |
+2,048
| New | +$285K | 0.02% | 424 |
|