MWM
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Modern Wealth Management’s Agilent Technologies A Stock Holding History

Modern Wealth Management’s Portfolio A Stock Details A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$341K Buy
2,889
+157
+6% +$18.5K 0.01% 569
2025
Q1 		$320K Buy
+2,732
New +$320K 0.01% 510