Welch & Forbes’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 | – | Sell |
-1,796
| Closed | -$210K | – | 373 |
|
|
2025
Q1 | $210K | Hold |
1,796
| – | – | ﹤0.01% | 357 |
|
|
2024
Q4 | $241K | Buy |
1,796
+7
| +0.4% | +$940 | ﹤0.01% | 349 |
|
|
2024
Q3 | $266K | Hold |
1,789
| – | – | ﹤0.01% | 349 |
|
|
2024
Q2 | $224K | Hold |
1,789
| – | – | ﹤0.01% | 356 |
|
|
2024
Q1 | $260K | Buy |
+1,789
| New | +$260K | ﹤0.01% | 356 |
|
|
2022
Q1 | – | Sell |
-6,766
| Closed | -$1.08M | – | 390 |
|
|
2021
Q4 | $1.08M | Buy |
6,766
+338
| +5% | +$54K | 0.02% | 227 |
|
|
2021
Q3 | $1.01M | Hold |
6,428
| – | – | 0.02% | 225 |
|
|
2021
Q2 | $950K | Hold |
6,428
| – | – | 0.02% | 231 |
|
|
2021
Q1 | $817K | Buy |
6,428
+57
| +0.9% | +$7.25K | 0.02% | 231 |
|
|
2020
Q4 | $755K | Hold |
6,371
| – | – | 0.01% | 234 |
|
|
2020
Q3 | $643K | Hold |
6,371
| – | – | 0.01% | 230 |
|
|
2020
Q2 | $563K | Hold |
6,371
| – | – | 0.01% | 236 |
|
|
2020
Q1 | $456K | Hold |
6,371
| – | – | 0.01% | 241 |
|
|
2019
Q4 | $544K | Hold |
6,371
| – | – | 0.01% | 252 |
|
|
2019
Q3 | $488K | Hold |
6,371
| – | – | 0.01% | 258 |
|
|
2019
Q2 | $476K | Sell |
6,371
-5
| -0.1% | -$374 | 0.01% | 260 |
|
|
2019
Q1 | $513K | Buy |
6,376
+5
| +0.1% | +$402 | 0.01% | 251 |
|
|
2018
Q4 | $430K | Hold |
6,371
| – | – | 0.01% | 258 |
|
|
2018
Q3 | $449K | Hold |
6,371
| – | – | 0.01% | 270 |
|
|
2018
Q2 | $394K | Hold |
6,371
| – | – | 0.01% | 274 |
|
|
2018
Q1 | $426K | Hold |
6,371
| – | – | 0.01% | 269 |
|
|
2017
Q4 | $427K | Hold |
6,371
| – | – | 0.01% | 258 |
|
|
2017
Q3 | $409K | Hold |
6,371
| – | – | 0.01% | 261 |
|
|
2017
Q2 | $378K | Sell |
6,371
-112
| -2% | -$6.65K | 0.01% | 271 |
|
|
2017
Q1 | $342K | Buy |
6,483
+112
| +2% | +$5.91K | 0.01% | 273 |
|
|
2016
Q4 | $290K | Buy |
+6,371
| New | +$290K | 0.01% | 292 |
|
|
2016
Q3 | – | Sell |
-6,760
| Closed | -$300K | – | 303 |
|
|
2016
Q2 | $300K | Buy |
6,760
+389
| +6% | +$17.3K | 0.01% | 281 |
|
|
2016
Q1 | $254K | Buy |
+6,371
| New | +$254K | 0.01% | 300 |
|