Yarger Wealth Strategies’s Agilon Health AGL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,152	Closed	-$19.8K	–	126
2025 Q4	$19.8K	Sell	1,152 -1,007	-47%	-$19.5K	0.01%	124
2025 Q3	$55.6K	Hold	2,159	–	–	0.03%	120
2025 Q2	$124K	Hold	2,159	–	–	0.06%	109
2025 Q1	$234K	Hold	2,159	–	–	0.14%	86
2024 Q4	$103K	Sell	2,159 -306	-12%	-$18.5K	0.06%	88
2024 Q3	$242K	Hold	2,465	–	–	0.13%	83
2024 Q2	$403K	Hold	2,465	–	–	0.24%	58
2024 Q1	$376K	Sell	2,465 -3,252	-57%	-$541K	0.26%	56
2023 Q4	$1.79M	Sell	5,717 -48	-0.8%	-$17.4K	1.45%	20
2023 Q3	$2.56M	Hold	5,765	–	–	2.18%	17
2023 Q2	$2.5M	Sell	5,765 -1,162	-17%	-$653K	2.25%	17
2023 Q1	$4.11M	Sell	6,927 -850	-11%	-$476K	4.51%	8
2022 Q4	$3.14M	Buy	7,777 +1,222	+19%	+$573K	3.89%	9
2022 Q3	$3.84M	Buy	6,555 +1,115	+20%	+$668K	5.09%	6
2022 Q2	$3.63M	Buy	+5,440	New	+$2.75M	4.69%	7
2022 Q1	–	Sell	-7,274	Closed	-$4.91M	–	47
2021 Q4	$4.91M	Buy	+7,274	New	+$4.43M	5.29%	6