AWM
Atticus Wealth Management’s Quest Diagnostics DGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-320
| Closed | -$42.6K | – | 541 |
|
|
2024
Q1 | $42.6K | Hold |
320
| – | – | 0.01% | 262 |
|
|
2023
Q4 | $44.1K | Hold |
320
| – | – | 0.02% | 259 |
|
|
2023
Q3 | $39K | Hold |
320
| – | – | 0.01% | 274 |
|
|
2023
Q2 | $45K | Sell |
320
-100
| -24% | -$14.1K | 0.02% | 269 |
|
|
2023
Q1 | $59.4K | Hold |
420
| – | – | 0.02% | 234 |
|
|
2022
Q4 | $65.7K | Buy |
420
+70
| +20% | +$11K | 0.03% | 222 |
|
|
2022
Q3 | $47K | Hold |
350
| – | – | 0.02% | 238 |
|
|
2022
Q2 | $47K | Hold |
350
| – | – | 0.02% | 260 |
|
|
2022
Q1 | $48K | Hold |
350
| – | – | 0.02% | 253 |
|
|
2021
Q4 | $61K | Hold |
350
| – | – | 0.02% | 202 |
|
|
2021
Q3 | $51K | Hold |
350
| – | – | 0.02% | 230 |
|
|
2021
Q2 | $46K | Hold |
350
| – | – | 0.02% | 237 |
|
|
2021
Q1 | $45K | Sell |
350
-100
| -22% | -$12.9K | 0.02% | 220 |
|
|
2020
Q4 | $54K | Hold |
450
| – | – | 0.03% | 203 |
|
|
2020
Q3 | $52K | Hold |
450
| – | – | 0.03% | 174 |
|
|
2020
Q2 | $51K | Hold |
450
| – | – | 0.03% | 170 |
|
|
2020
Q1 | $36K | Hold |
450
| – | – | 0.03% | 180 |
|
|
2019
Q4 | $48K | Buy |
+450
| New | +$48K | 0.03% | 181 |
|