Lyell Wealth Management’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 | – | Sell |
-7,553
| Closed | -$884K | – | 220 |
|
|
2025
Q1 | $884K | Sell |
7,553
-292
| -4% | -$34.2K | 0.08% | 121 |
|
|
2024
Q4 | $1.05M | Hold |
7,845
| – | – | 0.09% | 118 |
|
|
2024
Q3 | $1.16M | Hold |
7,845
| – | – | 0.11% | 116 |
|
|
2024
Q2 | $1.02M | Buy |
7,845
+146
| +2% | +$18.9K | 0.1% | 111 |
|
|
2024
Q1 | $1.12M | Sell |
7,699
-145
| -2% | -$21.1K | 0.11% | 107 |
|
|
2023
Q4 | $1.09M | Buy |
7,844
+291
| +4% | +$40.5K | 0.12% | 111 |
|
|
2023
Q3 | $845K | Hold |
7,553
| – | – | 0.11% | 108 |
|
|
2023
Q2 | $908K | Sell |
7,553
-15
| -0.2% | -$1.8K | 0.12% | 107 |
|
|
2023
Q1 | $1.05M | Hold |
7,568
| – | – | 0.15% | 105 |
|
|
2022
Q4 | $1.13M | Sell |
7,568
-10
| -0.1% | -$1.5K | 0.18% | 98 |
|
|
2022
Q3 | $921K | Buy |
+7,578
| New | +$921K | 0.16% | 103 |
|