Summit Trail Advisors’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 | $407K | Buy |
+3,446
| New | +$407K | 0.01% | 803 |
|
|
2025
Q1 | – | Sell |
-4,227
| Closed | -$569K | – | 424 |
|
|
2024
Q4 | $569K | Buy |
4,227
+2,433
| +136% | +$327K | 0.02% | 193 |
|
|
2024
Q3 | $266K | Buy |
+1,794
| New | +$266K | 0.01% | 586 |
|
|
2018
Q1 | – | Sell |
-1,240
| Closed | -$90K | – | 416 |
|
|
2017
Q4 | $90K | Buy |
+1,240
| New | +$90K | 0.01% | 657 |
|