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KPWS
Kestra Private Wealth Services’s
Agilent Technologies
A
Stock Holding History
Kestra Private Wealth Services’s Portfolio
A Stock Details
A Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q4
–
Sell
-4,381
Closed
-$562K
–
1727
2025
Q3
$562K
Sell
4,381
-27
-0.6%
-$3.26K
0.01%
1048
2025
Q2
$520K
Sell
4,408
-38
-0.9%
-$4.21K
0.01%
1021
2025
Q1
$520K
Sell
4,446
-326
-7%
-$43.9K
0.01%
935
2024
Q4
$641K
Buy
4,772
+42
+0.9%
+$5.75K
0.01%
821
2024
Q3
$702K
Buy
4,730
+63
+1%
+$8.63K
0.01%
749
2024
Q2
$605K
Buy
4,667
+2,915
+166%
+$408K
0.01%
755
2024
Q1
$255K
Sell
1,752
-91
-5%
-$12.5K
0.01%
1078
2023
Q4
$256K
Sell
1,843
-2,211
-55%
-$263K
0.01%
1016
2023
Q3
$453K
Buy
4,054
+422
+12%
+$50.6K
0.01%
704
2023
Q2
$437K
Buy
3,632
+157
+5%
+$20K
0.02%
678
2023
Q1
$481K
Buy
3,475
+2,055
+145%
+$300K
0.02%
612
2022
Q4
$212K
Sell
1,420
-879
-38%
-$125K
0.01%
786
2022
Q3
$279K
Buy
+2,299
New
+$295K
0.02%
676
2022
Q2
–
Sell
-2,157
Closed
-$285K
–
919
2022
Q1
$285K
Buy
2,157
+58
+3%
+$7.98K
0.01%
766
2021
Q4
$335K
Buy
2,099
+220
+12%
+$34.3K
0.02%
726
2021
Q3
$296K
Sell
1,879
-326
-15%
-$52.7K
0.02%
713
2021
Q2
$326K
Buy
2,205
+62
+3%
+$8.46K
0.02%
644
2021
Q1
$272K
Sell
2,143
-368
-15%
-$45.5K
0.02%
630
2020
Q4
$295K
Buy
2,511
+104
+4%
+$11.5K
0.02%
565
2020
Q3
$243K
Buy
+2,407
New
+$233K
0.02%
550
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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