Stone Summit Wealth’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 | $2.49M | Sell |
21,113
-517
| -2% | -$61K | 0.77% | 46 |
|
|
2025
Q1 | $2.53M | Buy |
+21,630
| New | +$2.53M | 0.86% | 39 |
|
|
2024
Q4 | – | Sell |
-22,820
| Closed | -$3.39M | – | 139 |
|
|
2024
Q3 | $3.39M | Sell |
22,820
-444
| -2% | -$65.9K | 1.09% | 31 |
|
|
2024
Q2 | $3.02M | Buy |
23,264
+72
| +0.3% | +$9.33K | 1.08% | 30 |
|
|
2024
Q1 | $3.37M | Sell |
23,192
-1,124
| -5% | -$164K | 1.17% | 25 |
|
|
2023
Q4 | $3.38M | Sell |
24,316
-1,502
| -6% | -$209K | 1.3% | 21 |
|
|
2023
Q3 | $2.89M | Sell |
25,818
-1,054
| -4% | -$118K | 1.24% | 25 |
|
|
2023
Q2 | $3.23M | Sell |
26,872
-524
| -2% | -$63K | 1.34% | 22 |
|
|
2023
Q1 | $3.79M | Sell |
27,396
-560
| -2% | -$77.5K | 1.68% | 11 |
|
|
2022
Q4 | $4.18M | Buy |
27,956
+2,595
| +10% | +$388K | 2.05% | 8 |
|
|
2022
Q3 | $3.08M | Buy |
25,361
+329
| +1% | +$40K | 1.89% | 11 |
|
|
2022
Q2 | $2.97M | Buy |
25,032
+2,021
| +9% | +$240K | 1.77% | 13 |
|
|
2022
Q1 | $3.08M | Buy |
23,011
+7,271
| +46% | +$973K | 1.73% | 14 |
|
|
2021
Q4 | $2.52M | Buy |
+15,740
| New | +$2.52M | 2.04% | 11 |
|