Heritage Wealth Advisors’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 | $3.3K | Hold |
28
| – | – | ﹤0.01% | 489 |
|
|
2025
Q1 | $3.28K | Sell |
28
-36
| -56% | -$4.21K | ﹤0.01% | 481 |
|
|
2024
Q4 | $8.6K | Buy |
64
+5
| +8% | +$672 | ﹤0.01% | 454 |
|
|
2024
Q3 | $8.76K | Buy |
59
+31
| +111% | +$4.6K | ﹤0.01% | 447 |
|
|
2024
Q2 | $3.63K | Hold |
28
| – | – | ﹤0.01% | 463 |
|
|
2024
Q1 | $4.07K | Hold |
28
| – | – | ﹤0.01% | 480 |
|
|
2023
Q4 | $3.89K | Hold |
28
| – | – | ﹤0.01% | 488 |
|
|
2023
Q3 | $3.13K | Sell |
28
-138
| -83% | -$15.4K | ﹤0.01% | 451 |
|
|
2023
Q2 | $20K | Sell |
166
-200
| -55% | -$24.1K | ﹤0.01% | 401 |
|
|
2023
Q1 | $50.6K | Hold |
366
| – | – | ﹤0.01% | 321 |
|
|
2022
Q4 | $54.8K | Hold |
366
| – | – | ﹤0.01% | 316 |
|
|
2022
Q3 | $44.5K | Sell |
366
-200
| -35% | -$24.3K | ﹤0.01% | 309 |
|
|
2022
Q2 | $67K | Hold |
566
| – | – | ﹤0.01% | 297 |
|
|
2022
Q1 | $75K | Hold |
566
| – | – | ﹤0.01% | 276 |
|
|
2021
Q4 | $90K | Hold |
566
| – | – | ﹤0.01% | 274 |
|
|
2021
Q3 | $89.2K | Hold |
566
| – | – | 0.01% | 261 |
|
|
2021
Q2 | $83.7K | Hold |
566
| – | – | 0.01% | 270 |
|
|
2021
Q1 | $72K | Sell |
566
-544
| -49% | -$69.2K | ﹤0.01% | 296 |
|
|
2020
Q4 | $132K | Buy |
1,110
+246
| +28% | +$29.3K | 0.01% | 229 |
|
|
2020
Q3 | $87.2K | Hold |
864
| – | – | 0.01% | 221 |
|
|
2020
Q2 | $76.4K | Hold |
864
| – | – | 0.01% | 227 |
|
|
2020
Q1 | $61.9K | Buy |
864
+25
| +3% | +$1.79K | 0.01% | 239 |
|
|
2019
Q4 | $71.6K | Buy |
839
+681
| +431% | +$58.1K | 0.01% | 271 |
|
|
2019
Q3 | $12K | Hold |
158
| – | – | ﹤0.01% | 383 |
|
|
2019
Q2 | $11.8K | Hold |
158
| – | – | ﹤0.01% | 379 |
|
|
2019
Q1 | $12.7K | Hold |
158
| – | – | ﹤0.01% | 346 |
|
|
2018
Q4 | $10K | Hold |
158
| – | – | ﹤0.01% | 308 |
|
|
2018
Q3 | $11K | Buy |
+158
| New | +$11K | ﹤0.01% | 295 |
|