Ascent Wealth Partners’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
Q3 | $750K | Hold |
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|
2025
Q2 | $707K | Sell |
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|
2025
Q1 | $1.02M | Buy |
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|
2024
Q4 | $607K | Sell |
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|
2024
Q3 | $634K | Sell |
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|
2024
Q2 | $564K | Sell |
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|
2024
Q1 | $592K | Buy |
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|
2023
Q4 | $610K | Buy |
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|
2023
Q3 | $534K | Buy |
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|
2023
Q2 | $571K | Buy |
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|
2023
Q1 | $295K | Sell |
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|
2022
Q4 | $327K | Sell |
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|
2022
Q3 | $286K | Sell |
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|
2022
Q2 | $512K | Sell |
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|
2022
Q1 | $534K | Buy |
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|
2021
Q4 | $406K | Sell |
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|
2021
Q3 | $591K | Buy |
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|
2021
Q2 | $532K | Buy |
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|
2021
Q1 | $504K | Sell |
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|
2020
Q4 | $3.23M | Buy |
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|
2020
Q3 | $3.08M | Buy |
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|
2020
Q2 | $3.03M | Buy |
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|
2020
Q1 | $2.03M | Buy |
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|
2019
Q4 | $2.7M | Buy |
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|
2019
Q3 | $2.67M | Sell |
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|
2019
Q2 | $2.56M | Buy |
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|
2019
Q1 | $2.22M | Buy |
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|
2018
Q4 | $1.83M | Sell |
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|
2018
Q3 | $2.79M | Buy |
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|
2018
Q2 | $2.79M | Buy |
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|
2018
Q1 | $2.54M | Buy |
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|
2017
Q4 | $2.41M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $208K | Buy |
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