Plante Moran Financial Advisors’s Agilent Technologies A Stock Holding History

Plante Moran Financial Advisors’s Portfolio A Stock Details A Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-150	Closed	-$19.3K	–	812
2025 Q3	$19.3K	Hold	150	–	–	﹤0.01%	469
2025 Q2	$17.7K	Hold	150	–	–	﹤0.01%	490
2025 Q1	$17.5K	Hold	150	–	–	﹤0.01%	498
2024 Q4	$20.2K	Hold	150	–	–	﹤0.01%	485
2024 Q3	$22.3K	Hold	150	–	–	﹤0.01%	510
2024 Q2	$19.4K	Sell	150 -150	-50%	-$21K	﹤0.01%	488
2024 Q1	$43.7K	Hold	300	–	–	﹤0.01%	375
2023 Q4	$41.7K	Buy	+300	New	+$35.7K	﹤0.01%	341
2022 Q1	–	Sell	-43	Closed	-$7K	–	793
2021 Q4	$7K	Buy	+43	New	+$6.7K	﹤0.01%	744
2021 Q3	–	Sell	-25	Closed	-$4K	–	916
2021 Q2	$4K	Buy	+25	New	+$3.41K	﹤0.01%	805
2020 Q4	–	Sell	-102	Closed	-$10K	–	873
2020 Q3	$10K	Hold	102	–	–	﹤0.01%	602
2020 Q2	$9K	Hold	102	–	–	﹤0.01%	528
2020 Q1	$7K	Hold	102	–	–	﹤0.01%	528
2019 Q4	$9K	Hold	102	–	–	﹤0.01%	552
2019 Q3	$8K	Sell	102 -27	-21%	-$1.95K	﹤0.01%	620
2019 Q2	$10K	Hold	129	–	–	﹤0.01%	560
2019 Q1	$10K	Hold	129	–	–	﹤0.01%	545
2018 Q4	$9K	Hold	129	–	–	﹤0.01%	510
2018 Q3	$9K	Buy	129 +102	+378%	+$6.75K	﹤0.01%	502
2018 Q2	$2K	Sell	27 -208	-89%	-$13.6K	﹤0.01%	706
2018 Q1	$16K	Hold	235	–	–	0.01%	538
2017 Q4	$16K	Hold	235	–	–	0.01%	527
2017 Q3	$15K	Hold	235	–	–	0.01%	492
2017 Q2	$14K	Sell	235 -50	-18%	-$2.85K	0.01%	512
2017 Q1	$15K	Buy	285 +146	+105%	+$7.37K	0.01%	517
2016 Q4	$6K	Hold	139	–	–	﹤0.01%	663
2016 Q3	$7K	Buy	139 +27	+24%	+$1.26K	﹤0.01%	635
2016 Q2	$5K	Hold	112	–	–	﹤0.01%	615
2016 Q1	$4K	Hold	112	–	–	﹤0.01%	602
2015 Q4	$5K	Hold	112	–	–	﹤0.01%	709
2015 Q3	$4K	Hold	112	–	–	﹤0.01%	602
2015 Q2	$4K	Hold	112	–	–	﹤0.01%	636
2015 Q1	$5K	Hold	112	–	–	﹤0.01%	602
2014 Q4	$5K	Sell	112 -45	-29%	-$1.81K	﹤0.01%	649
2014 Q3	$6K	Sell	157 -142	-47%	-$5.8K	0.01%	635
2014 Q2	$12K	Buy	+299	New	+$12K	0.01%	474
2014 Q1	–	Sell	-1,432	Closed	-$59K	–	611
2013 Q4	$59K	Buy	+1,432	New	+$54.4K	0.03%	210