AE Wealth Management’s Quest Diagnostics DGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $483K | Buy |
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|
2025
Q1 | $419K | Buy |
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|
2024
Q4 | $250K | Buy |
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|
2024
Q3 | $203K | Sell |
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|
2024
Q2 | $313K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $793K | Buy |
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|
2023
Q3 | $513K | Sell |
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|
2023
Q2 | $1.09M | Buy |
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|
2023
Q1 | $531K | Buy |
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|
2022
Q4 | $507K | Buy |
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|
2022
Q3 | $329K | Buy |
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|
2022
Q2 | $299K | Buy |
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|
2022
Q1 | $238K | Sell |
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|
2021
Q4 | $304K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $226K | Sell |
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|
2020
Q4 | $223K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $479K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $377K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $328K | Buy |
|