Avantax Advisory Services’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 | $1.69M | Buy |
9,426
+436
| +5% | +$78.3K | 0.01% | 883 |
|
|
2025
Q1 | $1.52M | Buy |
8,990
+535
| +6% | +$90.5K | 0.01% | 887 |
|
|
2024
Q4 | $1.28M | Buy |
8,455
+4,164
| +97% | +$628K | 0.01% | 933 |
|
|
2024
Q3 | $666K | Sell |
4,291
-152
| -3% | -$23.6K | ﹤0.01% | 1239 |
|
|
2024
Q2 | $608K | Buy |
4,443
+1,705
| +62% | +$233K | ﹤0.01% | 1243 |
|
|
2024
Q1 | $364K | Buy |
2,738
+571
| +26% | +$76K | ﹤0.01% | 1195 |
|
|
2023
Q4 | $299K | Buy |
2,167
+38
| +2% | +$5.24K | ﹤0.01% | 1235 |
|
|
2023
Q3 | $259K | Sell |
2,129
-747
| -26% | -$91K | ﹤0.01% | 1279 |
|
|
2023
Q2 | $404K | Buy |
2,876
+42
| +1% | +$5.9K | ﹤0.01% | 1033 |
|
|
2023
Q1 | $401K | Buy |
2,834
+10
| +0.4% | +$1.42K | ﹤0.01% | 1007 |
|
|
2022
Q4 | $442K | Sell |
2,824
-755
| -21% | -$118K | 0.01% | 922 |
|
|
2022
Q3 | $439K | Buy |
3,579
+1,261
| +54% | +$155K | 0.01% | 829 |
|
|
2022
Q2 | $308K | Sell |
2,318
-571
| -20% | -$75.9K | ﹤0.01% | 994 |
|
|
2022
Q1 | $396K | Sell |
2,889
-451
| -14% | -$61.8K | 0.01% | 879 |
|
|
2021
Q4 | $578K | Sell |
3,340
-577
| -15% | -$99.9K | 0.01% | 712 |
|
|
2021
Q3 | $565K | Sell |
3,917
-30
| -0.8% | -$4.33K | 0.01% | 679 |
|
|
2021
Q2 | $519K | Buy |
3,947
+693
| +21% | +$91.1K | 0.01% | 700 |
|
|
2021
Q1 | $417K | Buy |
3,254
+8
| +0.2% | +$1.03K | 0.01% | 679 |
|
|
2020
Q4 | $387K | Buy |
3,246
+251
| +8% | +$29.9K | 0.01% | 636 |
|
|
2020
Q3 | $342K | Buy |
2,995
+719
| +32% | +$82.1K | 0.01% | 963 |
|
|
2020
Q2 | $258K | Buy |
+2,276
| New | +$258K | 0.01% | 699 |
|