JFS 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 | $5.55K | Sell |
47
-66
| -58% | -$7.79K | ﹤0.01% | 1048 |
|
2025
Q1 | $13.2K | Buy |
113
+13
| +13% | +$1.52K | ﹤0.01% | 782 |
|
2024
Q4 | $13.4K | Sell |
100
-8
| -7% | -$1.08K | ﹤0.01% | 768 |
|
2024
Q3 | $16K | Buy |
108
+13
| +14% | +$1.93K | ﹤0.01% | 691 |
|
2024
Q2 | $12.3K | Buy |
95
+1
| +1% | +$130 | ﹤0.01% | 733 |
|
2024
Q1 | $13.7K | Buy |
94
+31
| +49% | +$4.51K | ﹤0.01% | 716 |
|
2023
Q4 | $8.76K | Sell |
63
-6
| -9% | -$834 | ﹤0.01% | 816 |
|
2023
Q3 | $7.72K | Sell |
69
-34
| -33% | -$3.8K | ﹤0.01% | 815 |
|
2023
Q2 | $12.4K | Sell |
103
-4
| -4% | -$481 | ﹤0.01% | 669 |
|
2023
Q1 | $14.8K | Sell |
107
-5
| -4% | -$692 | ﹤0.01% | 599 |
|
2022
Q4 | $16.8K | Buy |
112
+4
| +4% | +$599 | ﹤0.01% | 567 |
|
2022
Q3 | $13K | Hold |
108
| – | – | ﹤0.01% | 653 |
|
2022
Q2 | $13K | Buy |
108
+24
| +29% | +$2.89K | ﹤0.01% | 681 |
|
2022
Q1 | $11K | Buy |
84
+51
| +155% | +$6.68K | ﹤0.01% | 751 |
|
2021
Q4 | $5K | Buy |
33
+21
| +175% | +$3.18K | ﹤0.01% | 777 |
|
2021
Q3 | $2K | Buy |
+12
| New | +$2K | ﹤0.01% | 769 |
|
2018
Q4 | – | Sell |
-100
| Closed | -$7K | – | 447 |
|
2018
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 430 |
|
2018
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 396 |
|
2018
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 390 |
|
2017
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 395 |
|
2017
Q3 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 382 |
|
2016
Q4 | – | Sell |
-45
| Closed | -$2K | – | 436 |
|
2016
Q3 | $2K | Sell |
45
-3,400
| -99% | -$151K | ﹤0.01% | 453 |
|
2016
Q2 | $153K | Buy |
3,445
+3,400
| +7,556% | +$151K | 0.04% | 176 |
|
2016
Q1 | $2K | Hold |
45
| – | – | ﹤0.01% | 509 |
|
2015
Q4 | $2K | Hold |
45
| – | – | ﹤0.01% | 503 |
|
2015
Q3 | $2K | Buy |
+45
| New | +$2K | ﹤0.01% | 435 |
|