Atria Wealth Solutions’s Quest Diagnostics DGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,067
| Closed | -$350K | – | 1549 |
|
|
2025
Q1 | $350K | Sell |
2,067
-1,008
| -33% | -$171K | ﹤0.01% | 1382 |
|
|
2024
Q4 | $464K | Buy |
3,075
+425
| +16% | +$64.1K | 0.01% | 1296 |
|
|
2024
Q3 | $411K | Buy |
2,650
+977
| +58% | +$152K | ﹤0.01% | 1329 |
|
|
2024
Q2 | $229K | Sell |
1,673
-373
| -18% | -$51.1K | ﹤0.01% | 1652 |
|
|
2024
Q1 | $272K | Buy |
2,046
+7
| +0.3% | +$932 | ﹤0.01% | 1611 |
|
|
2023
Q4 | $281K | Buy |
2,039
+15
| +0.7% | +$2.07K | ﹤0.01% | 1530 |
|
|
2023
Q3 | $247K | Sell |
2,024
-2,850
| -58% | -$347K | ﹤0.01% | 1535 |
|
|
2023
Q2 | $685K | Buy |
4,874
+473
| +11% | +$66.5K | 0.01% | 1014 |
|
|
2023
Q1 | $623K | Sell |
4,401
-779
| -15% | -$110K | 0.01% | 1010 |
|
|
2022
Q4 | $810K | Buy |
5,180
+1,732
| +50% | +$271K | 0.01% | 850 |
|
|
2022
Q3 | $423K | Buy |
3,448
+3
| +0.1% | +$368 | 0.01% | 1116 |
|
|
2022
Q2 | $458K | Buy |
3,445
+1,806
| +110% | +$240K | 0.01% | 987 |
|
|
2022
Q1 | $224K | Buy |
+1,639
| New | +$224K | ﹤0.01% | 1508 |
|