Avion Wealth’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 | $17K | Buy |
95
+9
| +10% | +$1.61K | ﹤0.01% | 342 |
|
|
2025
Q1 | $12K | Hold |
86
| – | – | ﹤0.01% | 355 |
|
|
2024
Q4 | $12K | Buy |
86
+3
| +4% | +$419 | ﹤0.01% | 355 |
|
|
2024
Q3 | $12K | Hold |
83
| – | – | ﹤0.01% | 337 |
|
|
2024
Q2 | $11K | Buy |
83
+4
| +5% | +$530 | ﹤0.01% | 310 |
|
|
2024
Q1 | $11K | Buy |
79
+8
| +11% | +$1.11K | ﹤0.01% | 291 |
|
|
2023
Q4 | $10K | Buy |
71
+4
| +6% | +$563 | ﹤0.01% | 276 |
|
|
2023
Q3 | $8K | Hold |
67
| – | – | ﹤0.01% | 289 |
|
|
2023
Q2 | $9K | Buy |
67
+1
| +2% | +$134 | ﹤0.01% | 298 |
|
|
2023
Q1 | $10K | Buy |
66
+3
| +5% | +$455 | ﹤0.01% | 259 |
|
|
2022
Q4 | $7K | Hold |
63
| – | – | ﹤0.01% | 283 |
|
|
2022
Q3 | $8K | Hold |
63
| – | – | ﹤0.01% | 280 |
|
|
2022
Q2 | $8K | Hold |
63
| – | – | ﹤0.01% | 276 |
|
|
2022
Q1 | $9K | Hold |
63
| – | – | ﹤0.01% | 240 |
|
|
2021
Q4 | $11K | Hold |
63
| – | – | ﹤0.01% | 228 |
|
|
2021
Q3 | $9K | Hold |
63
| – | – | ﹤0.01% | 239 |
|
|
2021
Q2 | $8K | Hold |
63
| – | – | ﹤0.01% | 238 |
|
|
2021
Q1 | $8K | Hold |
63
| – | – | ﹤0.01% | 233 |
|
|
2020
Q4 | $8K | Hold |
63
| – | – | ﹤0.01% | 244 |
|
|
2020
Q3 | $7K | Hold |
63
| – | – | ﹤0.01% | 210 |
|
|
2020
Q2 | $7K | Hold |
63
| – | – | ﹤0.01% | 186 |
|
|
2020
Q1 | $5K | Buy |
+63
| New | +$5K | ﹤0.01% | 203 |
|