Stone Summit Wealth LLC A Holdings History

Number of Shares
21,630.00
Current Holdings Value*
$2.53 Mil
% of Portfolio
0.86%
Total Estimate Gain
$-787,342.00
% of Total Estimate Gain
-11.19%

Stone Summit Wealth LLC's Agilent Technologies Inc Holding Summary

As of 2025-03-31, Stone Summit Wealth LLC held 21,630.00 shares of Agilent Technologies Inc(A), totaling $2.53 Mil. This investment constitutes 0.86% of their stock portfolio, and Stone Summit Wealth LLC now holds 0.01% of the outstanding Agilent Technologies Inc(A) stock.

The initial trade took place in 2021Q4. And since then Stone Summit Wealth LLC has made 6 purchases of A, at an average price of $141.75, for a total of 49,658.00 shares. In addition, there have been 8 sales at an average price of $135.26 for 28,028.00 shares. Based on historical transaction data and A's current price of $113.76, Stone Summit Wealth LLC's estimated gain on his A holdings is $-787,342.00, reflecting a -11.19% gain to date.

Stone Summit Wealth LLC A ($113.76) Holding Chart

Stone Summit Wealth LLC A ($113.76) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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