Valeo Financial 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 | $340K | Sell |
2,881
-568
| -16% | -$67K | 0.01% | 537 |
|
|
2025
Q1 | $403K | Buy |
3,449
+102
| +3% | +$11.9K | 0.01% | 460 |
|
|
2024
Q4 | $450K | Sell |
3,347
-18
| -0.5% | -$2.42K | 0.01% | 426 |
|
|
2024
Q3 | $500K | Sell |
3,365
-46
| -1% | -$6.83K | 0.01% | 408 |
|
|
2024
Q2 | $442K | Sell |
3,411
-23
| -0.7% | -$2.98K | 0.01% | 424 |
|
|
2024
Q1 | $472K | Sell |
3,434
-352
| -9% | -$48.4K | 0.02% | 392 |
|
|
2023
Q4 | $526K | Buy |
3,786
+1,883
| +99% | +$262K | 0.02% | 346 |
|
|
2023
Q3 | $213K | Buy |
+1,903
| New | +$213K | 0.01% | 550 |
|
|
2021
Q2 | – | Sell |
-450
| Closed | -$57K | – | 460 |
|
|
2021
Q1 | $57K | Buy |
+450
| New | +$57K | ﹤0.01% | 780 |
|
|
2020
Q3 | – | Sell |
-484
| Closed | -$43K | – | 1520 |
|
|
2020
Q2 | $43K | Buy |
484
+8
| +2% | +$711 | ﹤0.01% | 748 |
|
|
2020
Q1 | $37K | Buy |
476
+326
| +217% | +$25.3K | ﹤0.01% | 669 |
|
|
2019
Q4 | $13K | Buy |
150
+16
| +12% | +$1.39K | ﹤0.01% | 1005 |
|
|
2019
Q3 | $10K | Hold |
134
| – | – | ﹤0.01% | 1003 |
|
|
2019
Q2 | $10K | Hold |
134
| – | – | ﹤0.01% | 1007 |
|
|
2019
Q1 | $11K | Sell |
134
-19
| -12% | -$1.56K | ﹤0.01% | 924 |
|
|
2018
Q4 | $10K | Sell |
153
-12
| -7% | -$784 | ﹤0.01% | 861 |
|
|
2018
Q3 | $11K | Buy |
165
+12
| +8% | +$800 | ﹤0.01% | 921 |
|
|
2018
Q2 | $10K | Buy |
+153
| New | +$10K | ﹤0.01% | 923 |
|