Kovitz Investment Group Partners’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 | $679K | Buy |
5,753
+1,255
| +28% | +$148K | ﹤0.01% | 884 |
|
|
2025
Q1 | $526K | Sell |
4,498
-743
| -14% | -$86.9K | ﹤0.01% | 881 |
|
|
2024
Q4 | $704K | Buy |
+5,241
| New | +$704K | ﹤0.01% | 804 |
|
|
2024
Q3 | – | Sell |
-3,951
| Closed | -$512K | – | 1053 |
|
|
2024
Q2 | $512K | Sell |
3,951
-34
| -0.9% | -$4.41K | ﹤0.01% | 651 |
|
|
2024
Q1 | $580K | Buy |
+3,985
| New | +$580K | 0.01% | 483 |
|
|
2023
Q3 | – | Sell |
-7,315
| Closed | -$880K | – | 392 |
|
|
2023
Q2 | $880K | Hold |
7,315
| – | – | 0.01% | 304 |
|
|
2023
Q1 | $1.01M | Sell |
7,315
-2,185
| -23% | -$302K | 0.02% | 289 |
|
|
2022
Q4 | $1.42M | Hold |
9,500
| – | – | 0.03% | 244 |
|
|
2022
Q3 | $1.16M | Hold |
9,500
| – | – | 0.03% | 255 |
|
|
2022
Q2 | $1.13M | Buy |
9,500
+3,002
| +46% | +$356K | 0.03% | 270 |
|
|
2022
Q1 | $860K | Sell |
6,498
-4,987
| -43% | -$660K | 0.02% | 299 |
|
|
2021
Q4 | $1.36M | Buy |
11,485
+4,295
| +60% | +$509K | 0.03% | 239 |
|
|
2021
Q3 | $1.13M | Hold |
7,190
| – | – | 0.02% | 285 |
|
|
2021
Q2 | $1.06M | Buy |
7,190
+1,885
| +36% | +$279K | 0.02% | 291 |
|
|
2021
Q1 | $674K | Sell |
5,305
-6,180
| -54% | -$785K | 0.02% | 315 |
|
|
2020
Q4 | $1.36M | Sell |
11,485
-1,875
| -14% | -$222K | 0.03% | 234 |
|
|
2020
Q3 | $1.35M | Buy |
+13,360
| New | +$1.35M | 0.04% | 226 |
|