Waldron Private 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
Q1 | – | Sell |
-3,390
| Closed | -$455K | – | 294 |
|
|
2024
Q4 | $455K | Buy |
3,390
+29
| +0.9% | +$3.9K | 0.02% | 263 |
|
|
2024
Q3 | $499K | Buy |
3,361
+19
| +0.6% | +$2.82K | 0.02% | 246 |
|
|
2024
Q2 | $433K | Sell |
3,342
-26
| -0.8% | -$3.37K | 0.02% | 248 |
|
|
2024
Q1 | $490K | Sell |
3,368
-150
| -4% | -$21.8K | 0.02% | 243 |
|
|
2023
Q4 | $490K | Buy |
3,518
+408
| +13% | +$56.8K | 0.02% | 237 |
|
|
2023
Q3 | $348K | Buy |
3,110
+141
| +5% | +$15.8K | 0.02% | 266 |
|
|
2023
Q2 | $358K | Sell |
2,969
-71
| -2% | -$8.55K | 0.02% | 266 |
|
|
2023
Q1 | $421K | Sell |
3,040
-70
| -2% | -$9.68K | 0.02% | 278 |
|
|
2022
Q4 | $378K | Hold |
3,110
| – | – | 0.02% | 271 |
|
|
2022
Q3 | $378K | Buy |
3,110
+98
| +3% | +$11.9K | 0.02% | 271 |
|
|
2022
Q2 | $357K | Buy |
3,012
+85
| +3% | +$10.1K | 0.02% | 279 |
|
|
2022
Q1 | $387K | Buy |
2,927
+93
| +3% | +$12.3K | 0.02% | 280 |
|
|
2021
Q4 | $452K | Buy |
2,834
+212
| +8% | +$33.8K | 0.02% | 260 |
|
|
2021
Q3 | $413K | Buy |
2,622
+555
| +27% | +$87.4K | 0.02% | 242 |
|
|
2021
Q2 | $305K | Buy |
2,067
+201
| +11% | +$29.7K | 0.02% | 269 |
|
|
2021
Q1 | $237K | Sell |
1,866
-238
| -11% | -$30.2K | 0.02% | 270 |
|
|
2020
Q4 | $249K | Buy |
+2,104
| New | +$249K | 0.02% | 257 |
|