Pinnacle Wealth Planning Services’s Agilent Technologies A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,401
| Closed | -$208K | – | 391 |
|
|
2024
Q3 | $208K | Buy |
+1,401
| New | +$208K | 0.03% | 451 |
|
|
2024
Q2 | – | Sell |
-1,401
| Closed | -$204K | – | 509 |
|
|
2024
Q1 | $204K | Buy |
+1,401
| New | +$204K | 0.03% | 430 |
|
|
2023
Q4 | – | Sell |
-2,003
| Closed | -$224K | – | 482 |
|
|
2023
Q3 | $224K | Sell |
2,003
-126
| -6% | -$14.1K | 0.04% | 333 |
|
|
2023
Q2 | $256K | Sell |
2,129
-64
| -3% | -$7.7K | 0.04% | 298 |
|
|
2023
Q1 | $303K | Buy |
2,193
+5
| +0.2% | +$692 | 0.05% | 266 |
|
|
2022
Q4 | $327K | Buy |
2,188
+13
| +0.6% | +$1.95K | 0.06% | 245 |
|
|
2022
Q3 | $264K | Buy |
2,175
+21
| +1% | +$2.55K | 0.05% | 264 |
|
|
2022
Q2 | $256K | Buy |
+2,154
| New | +$256K | 0.05% | 277 |
|
|
2022
Q1 | – | Sell |
-1,476
| Closed | -$235K | – | 427 |
|
|
2021
Q4 | $235K | Buy |
1,476
+173
| +13% | +$27.5K | 0.05% | 317 |
|
|
2021
Q3 | $205K | Buy |
+1,303
| New | +$205K | 0.05% | 324 |
|
|
2021
Q1 | – | Sell |
-1,154
| Closed | -$137K | – | 338 |
|
|
2020
Q4 | $137K | Buy |
+1,154
| New | +$137K | 0.03% | 364 |
|