Annis Gardner Whiting Capital 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
Q2 | $53K | Buy |
295
+155
| +111% | +$27.8K | 0.02% | 408 |
|
|
2025
Q1 | $23.7K | Buy |
140
+30
| +27% | +$5.08K | 0.01% | 430 |
|
|
2024
Q4 | $16.6K | Hold |
110
| – | – | ﹤0.01% | 469 |
|
|
2024
Q3 | $17.1K | Hold |
110
| – | – | ﹤0.01% | 483 |
|
|
2024
Q2 | $15.1K | Hold |
110
| – | – | ﹤0.01% | 622 |
|
|
2024
Q1 | $14.6K | Sell |
110
-20
| -15% | -$2.66K | 0.01% | 618 |
|
|
2023
Q4 | $17.9K | Buy |
130
+81
| +165% | +$11.2K | 0.01% | 416 |
|
|
2023
Q3 | $5.97K | Buy |
+49
| New | +$5.97K | ﹤0.01% | 510 |
|