Angeles Investment Advisors’s Quest Diagnostics DGX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,820
Closed -$275K 82
2024
Q4
$275K Hold
1,820
0.01% 149
2024
Q3
$283K Hold
1,820
0.01% 171
2024
Q2
$249K Hold
1,820
0.01% 177
2024
Q1
$242K Hold
1,820
0.01% 190
2023
Q4
$251K Hold
1,820
0.02% 168
2023
Q3
$222K Hold
1,820
0.02% 161
2023
Q2
$256K Hold
1,820
0.02% 129
2023
Q1
$257K Hold
1,820
0.02% 121
2022
Q4
$285K Buy
+1,820
New +$285K 0.02% 89
2022
Q3
Sell
-1,820
Closed -$242K 68
2022
Q2
$242K Sell
1,820
-430
-19% -$57.2K 0.02% 91
2022
Q1
$308K Sell
2,250
-17
-0.7% -$2.33K 0.02% 85
2021
Q4
$392K Buy
2,267
+17
+0.8% +$2.94K 0.02% 143
2021
Q3
$327K Buy
+2,250
New +$327K 0.02% 155