Perigon 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 | $354K | Sell |
3,002
-250
| -8% | -$29.5K | 0.01% | 789 |
|
|
2025
Q1 | $380K | Sell |
3,252
-306
| -9% | -$35.8K | 0.01% | 723 |
|
|
2024
Q4 | $515K | Sell |
3,558
-197
| -5% | -$28.5K | 0.01% | 631 |
|
|
2024
Q3 | $558K | Buy |
3,755
+179
| +5% | +$26.6K | 0.01% | 580 |
|
|
2024
Q2 | $464K | Sell |
3,576
-54
| -1% | -$7K | 0.01% | 551 |
|
|
2024
Q1 | $528K | Buy |
3,630
+710
| +24% | +$103K | 0.02% | 518 |
|
|
2023
Q4 | $406K | Buy |
2,920
+304
| +12% | +$42.3K | 0.01% | 557 |
|
|
2023
Q3 | $293K | Sell |
2,616
-252
| -9% | -$28.2K | 0.01% | 595 |
|
|
2023
Q2 | $345K | Sell |
2,868
-200
| -7% | -$24.1K | 0.01% | 568 |
|
|
2023
Q1 | $424K | Buy |
3,068
+1,334
| +77% | +$185K | 0.02% | 432 |
|
|
2022
Q4 | $260K | Buy |
+1,734
| New | +$260K | 0.02% | 578 |
|
|
2021
Q1 | – | Sell |
-597
| Closed | -$71K | – | 487 |
|
|
2020
Q4 | $71K | Buy |
+597
| New | +$71K | 0.01% | 629 |
|
|
2017
Q4 | – | Sell |
-200
| Closed | -$13K | – | 603 |
|
|
2017
Q3 | $13K | Hold |
200
| – | – | ﹤0.01% | 482 |
|
|
2017
Q2 | $12K | Hold |
200
| – | – | ﹤0.01% | 485 |
|
|
2017
Q1 | $11K | Hold |
200
| – | – | ﹤0.01% | 516 |
|
|
2016
Q4 | $10K | Hold |
200
| – | – | ﹤0.01% | 556 |
|
|
2016
Q3 | $9K | Hold |
200
| – | – | ﹤0.01% | 486 |
|
|
2016
Q2 | $9K | Hold |
200
| – | – | ﹤0.01% | 376 |
|
|
2016
Q1 | $8K | Buy |
+200
| New | +$8K | ﹤0.01% | 242 |
|