PDS Planning’s Agilon Health AGL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$22.9K Sell
2025
Q2
$58.6K Buy
2025
Q1
$107K Sell
2024
Q4
$49.3K Sell
2024
Q3
$107K Sell
2024
Q2
$188K Sell
2024
Q1
$176K Sell
2023
Q4
$363K Buy
2023
Q3
$511K Buy
2023
Q2
$499K Buy
2023
Q1
$682K Sell
2022
Q4
$550K Sell
2022
Q3
$800K Sell
2022
Q2
$770K Buy
2022
Q1
Sell
2021
Q4
$947K Buy