Strategic Wealth Investment Group’s Agilent Technologies A Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-2,012
| Closed | -$270K | – | 48 |
|
2024
Q4 | $270K | Hold |
2,012
| – | – | 0.03% | 116 |
|
2024
Q3 | $295K | Sell |
2,012
-36
| -2% | -$5.28K | 0.03% | 112 |
|
2024
Q2 | $261K | Buy |
+2,048
| New | +$261K | 0.03% | 113 |
|
2023
Q4 | $280K | Hold |
2,014
| – | – | 0.04% | 109 |
|
2023
Q3 | $225K | Hold |
2,014
| – | – | 0.04% | 95 |
|
2023
Q2 | $242K | Buy |
2,014
+100
| +5% | +$12K | 0.04% | 108 |
|
2023
Q1 | $265K | Hold |
1,914
| – | – | 0.05% | 110 |
|
2022
Q4 | $295K | Hold |
1,914
| – | – | 0.07% | 96 |
|
2022
Q3 | $233K | Hold |
1,914
| – | – | 0.07% | 93 |
|
2022
Q2 | $227K | Hold |
1,914
| – | – | 0.06% | 121 |
|
2022
Q1 | $253K | Buy |
+1,914
| New | +$253K | 0.06% | 89 |
|
2021
Q4 | – | Sell |
-1,914
| Closed | -$302K | – | 91 |
|
2021
Q3 | $302K | Hold |
1,914
| – | – | 0.09% | 68 |
|
2021
Q2 | $283K | Buy |
+1,914
| New | +$283K | 0.1% | 69 |
|