Waverly 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 | $311K | Buy |
2,634
+762
| +41% | +$89.9K | ﹤0.01% | 951 |
|
|
2025
Q1 | $219K | Buy |
+1,872
| New | +$219K | ﹤0.01% | 1032 |
|
|
2021
Q4 | – | Sell |
-1,906
| Closed | -$303K | – | 202 |
|
|
2021
Q3 | $303K | Hold |
1,906
| – | – | 0.03% | 168 |
|
|
2021
Q2 | $303K | Buy |
+1,906
| New | +$303K | 0.03% | 153 |
|
|
2018
Q1 | – | Sell |
-365
| Closed | -$24K | – | 176 |
|
|
2017
Q4 | $24K | Buy |
+365
| New | +$24K | ﹤0.01% | 281 |
|
|
2014
Q4 | – | Sell |
-2,551
| Closed | -$104K | – | 407 |
|
|
2014
Q3 | $104K | Hold |
2,551
| – | – | 0.06% | 135 |
|
|
2014
Q2 | $105K | Hold |
2,551
| – | – | 0.04% | 141 |
|
|
2014
Q1 | $102K | Sell |
2,551
-2,275
| -47% | -$91K | 0.05% | 146 |
|
|
2013
Q4 | $197K | Buy |
4,826
+2,551
| +112% | +$104K | 0.07% | 151 |
|
|
2013
Q3 | $83K | Buy |
+2,275
| New | +$83K | 0.04% | 171 |
|