Atria Investments’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 | $1.86M | Buy |
10,338
+2,599
| +34% | +$467K | 0.02% | 755 |
|
|
2025
Q1 | $1.31M | Buy |
7,739
+1,107
| +17% | +$187K | 0.02% | 890 |
|
|
2024
Q4 | $1M | Buy |
6,632
+590
| +10% | +$89K | 0.01% | 985 |
|
|
2024
Q3 | $938K | Sell |
6,042
-407
| -6% | -$63.2K | 0.01% | 1002 |
|
|
2024
Q2 | $883K | Buy |
+6,449
| New | +$883K | 0.01% | 1003 |
|
|
2021
Q3 | – | Sell |
-8,842
| Closed | -$1.17M | – | 792 |
|
|
2021
Q2 | $1.17M | Buy |
8,842
+493
| +6% | +$65.1K | 0.02% | 703 |
|
|
2021
Q1 | $1.07M | Sell |
8,349
-1,251
| -13% | -$160K | 0.02% | 680 |
|
|
2020
Q4 | $1.14M | Sell |
9,600
-3,528
| -27% | -$420K | 0.03% | 626 |
|
|
2020
Q3 | $1.5M | Sell |
13,128
-502
| -4% | -$57.5K | 0.05% | 422 |
|
|
2020
Q2 | $1.55M | Buy |
13,630
+6,913
| +103% | +$788K | 0.05% | 372 |
|
|
2020
Q1 | $539K | Buy |
6,717
+2,978
| +80% | +$239K | 0.04% | 336 |
|
|
2019
Q4 | $399K | Buy |
3,739
+1,605
| +75% | +$171K | 0.01% | 867 |
|
|
2019
Q3 | $228K | Buy |
2,134
+110
| +5% | +$11.8K | 0.01% | 804 |
|
|
2019
Q2 | $204K | Buy |
+2,024
| New | +$204K | 0.01% | 903 |
|
|
2017
Q4 | – | Sell |
-9,632
| Closed | -$902K | – | 831 |
|
|
2017
Q3 | $902K | Buy |
9,632
+510
| +6% | +$47.8K | 0.05% | 330 |
|
|
2017
Q2 | $1.01M | Buy |
9,122
+2,578
| +39% | +$287K | 0.06% | 294 |
|
|
2017
Q1 | $643K | Buy |
6,544
+3,498
| +115% | +$344K | 0.04% | 343 |
|
|
2016
Q4 | $280K | Buy |
+3,046
| New | +$280K | 0.02% | 490 |
|