YWS
Yarger Wealth Strategies’s Agilon Health AGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $124K | Hold |
53,966
| – | – | 0.06% | 109 |
|
|
2025
Q1 | $234K | Hold |
53,966
| – | – | 0.14% | 86 |
|
|
2024
Q4 | $103K | Sell |
53,966
-7,655
| -12% | -$14.5K | 0.06% | 88 |
|
|
2024
Q3 | $242K | Hold |
61,621
| – | – | 0.13% | 83 |
|
|
2024
Q2 | $403K | Hold |
61,621
| – | – | 0.24% | 58 |
|
|
2024
Q1 | $376K | Sell |
61,621
-81,296
| -57% | -$496K | 0.26% | 56 |
|
|
2023
Q4 | $1.79M | Sell |
142,917
-1,201
| -0.8% | -$15.1K | 1.45% | 20 |
|
|
2023
Q3 | $2.56M | Hold |
144,118
| – | – | 2.18% | 17 |
|
|
2023
Q2 | $2.5M | Sell |
144,118
-29,049
| -17% | -$504K | 2.25% | 17 |
|
|
2023
Q1 | $4.11M | Sell |
173,167
-21,250
| -11% | -$505K | 4.51% | 8 |
|
|
2022
Q4 | $3.14M | Buy |
194,417
+30,540
| +19% | +$493K | 3.89% | 9 |
|
|
2022
Q3 | $3.84M | Buy |
163,877
+27,876
| +20% | +$653K | 5.09% | 6 |
|
|
2022
Q2 | $3.63M | Buy |
+136,001
| New | +$3.63M | 4.69% | 7 |
|
|
2022
Q1 | – | Sell |
-181,846
| Closed | -$4.91M | – | 47 |
|
|
2021
Q4 | $4.91M | Buy |
+181,846
| New | +$4.91M | 5.29% | 6 |
|