Wealthsource Partners, LLC
- SEC CIK
- 0001674623
- Latest filing
- Jan 16, 2024
A holding history
Agilent Technologies, Inc. in every 13F filed by Wealthsource Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
A overviewAll 13F holders of AFull Q4 2023 holdings
- Shares (Q4 2023)
- 2,180
- Value
- $303.1K
- % of portfolio
- <0.1%
- Quarters held
- 9
- Since Q3 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2023 | 2,180 | $303.1K | <0.1% | +34+1.6% | Added | Holders |
| Q3 2023 | 2,146 | $240.0K | <0.1% | +30+1.4% | Added | Holders |
| Q2 2023 | 2,116 | $254.4K | <0.1% | −2−0.1% | Reduced | Holders |
| Q1 2023 | 2,118 | $293.0K | <0.1% | −11−0.5% | Reduced | Holders |
| Q4 2022 | 2,129 | $318.6K | <0.1% | +277+15.0% | Added | Holders |
| Q3 2022 | 1,852 | $225.0K | <0.1% | +1,852 | New | Holders |
| Q2 2022 | 0 | $0 | 0.0% | −1,567−100.0% | Sold out | Holders |
| Q1 2022 | 1,567 | $207.0K | <0.1% | +151+10.7% | Added | Holders |
| Q4 2021 | 1,416 | $226.0K | <0.1% | −121−7.9% | Reduced | Holders |
| Q3 2021 | 1,537 | $242.0K | <0.1% | +1,537 | New | Holders |