Mount Yale Investment Advisors’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 | $251K | Buy |
2,124
+281
| +15% | +$33.2K | 0.02% | 506 |
|
|
2025
Q1 | $216K | Sell |
1,843
-112
| -6% | -$13.1K | 0.02% | 507 |
|
|
2024
Q4 | $263K | Buy |
1,955
+26
| +1% | +$3.49K | 0.02% | 474 |
|
|
2024
Q3 | $286K | Sell |
1,929
-19
| -1% | -$2.82K | 0.03% | 449 |
|
|
2024
Q2 | $253K | Sell |
1,948
-45
| -2% | -$5.83K | 0.02% | 478 |
|
|
2024
Q1 | $290K | Buy |
+1,993
| New | +$290K | 0.02% | 458 |
|
|
2023
Q4 | – | Sell |
-2,180
| Closed | -$244K | – | 493 |
|
|
2023
Q3 | $244K | Sell |
2,180
-26
| -1% | -$2.91K | 0.03% | 435 |
|
|
2023
Q2 | $265K | Buy |
+2,206
| New | +$265K | 0.03% | 415 |
|
|
2018
Q4 | – | Sell |
-804
| Closed | -$55K | – | 305 |
|
|
2018
Q3 | $55K | Sell |
804
-21
| -3% | -$1.44K | 0.01% | 581 |
|
|
2018
Q2 | $51K | Hold |
825
| – | – | 0.01% | 613 |
|
|
2018
Q1 | $55K | Buy |
+825
| New | +$55K | 0.01% | 594 |
|