KCFA
AGEN
Key Client Fiduciary Advisors’s Agenus AGEN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $181K | Sell |
39,534
-22,269
| -36% | -$102K | 0.07% | 198 |
|
|
2025
Q1 | $93K | Sell |
61,803
-6,278
| -9% | -$9.45K | 0.04% | 183 |
|
|
2024
Q4 | $187K | Buy |
68,081
+665
| +1% | +$1.82K | 0.08% | 183 |
|
|
2024
Q3 | $369K | Sell |
67,416
-2,338
| -3% | -$12.8K | 0.17% | 126 |
|
|
2024
Q2 | $1.17M | Sell |
69,754
-789,215
| -92% | -$13.2M | 0.58% | 38 |
|
|
2024
Q1 | $498K | Buy |
858,969
+236,500
| +38% | +$137K | 0.26% | 90 |
|
|
2023
Q4 | $515K | Buy |
622,469
+87,233
| +16% | +$72.2K | 0.3% | 80 |
|
|
2023
Q3 | $605K | Sell |
535,236
-6,350
| -1% | -$7.18K | 0.37% | 64 |
|
|
2023
Q2 | $867K | Buy |
541,586
+9,986
| +2% | +$16K | 0.5% | 45 |
|
|
2023
Q1 | $808K | Buy |
531,600
+41,250
| +8% | +$62.7K | 0.5% | 46 |
|
|
2022
Q4 | $1.18M | Sell |
490,350
-16,125
| -3% | -$38.7K | 0.79% | 33 |
|
|
2022
Q3 | $1.04M | Buy |
506,475
+4,000
| +0.8% | +$8.2K | 0.94% | 23 |
|
|
2022
Q2 | $975K | Buy |
502,475
+77,790
| +18% | +$151K | 0.95% | 26 |
|
|
2022
Q1 | $1.05M | Buy |
424,685
+82,400
| +24% | +$203K | 0.83% | 32 |
|
|
2021
Q4 | $1.1M | Buy |
+342,285
| New | +$1.1M | 0.91% | 32 |
|