West Branch Capital’s Agilon Health AGL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-15,442
| Closed | -$60.7K | – | 549 |
|
|
2024
Q3 | $60.7K | Hold |
15,442
| – | – | 0.02% | 146 |
|
|
2024
Q2 | $101K | Hold |
15,442
| – | – | 0.04% | 122 |
|
|
2024
Q1 | $94.2K | Hold |
15,442
| – | – | 0.04% | 128 |
|
|
2023
Q4 | $194K | Hold |
15,442
| – | – | 0.09% | 76 |
|
|
2023
Q3 | $274K | Hold |
15,442
| – | – | 0.14% | 63 |
|
|
2023
Q2 | $268K | Hold |
15,442
| – | – | 0.13% | 66 |
|
|
2023
Q1 | $367K | Hold |
15,442
| – | – | 0.2% | 55 |
|
|
2022
Q4 | $249K | Hold |
15,442
| – | – | 0.15% | 67 |
|
|
2022
Q3 | $362K | Hold |
15,442
| – | – | 0.23% | 57 |
|
|
2022
Q2 | $337K | Buy |
15,442
+14,442
| +1,444% | +$315K | 0.19% | 59 |
|
|
2022
Q1 | $25K | Hold |
1,000
| – | – | 0.01% | 226 |
|
|
2021
Q4 | $27K | Hold |
1,000
| – | – | 0.01% | 240 |
|
|
2021
Q3 | $26K | Buy |
+1,000
| New | +$26K | 0.01% | 229 |
|