Avantax Planning 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
2026
Q1
$210K Buy
2022
Q3
Sell
2022
Q2
$314K Hold
2022
Q1
$323K Hold
2021
Q4
$408K Buy
2021
Q3
$341K Hold
2021
Q2
$310K Buy
2018
Q4
Sell
2018
Q3
$7K Buy
2018
Q2
Sell
2018
Q1
$7K Buy