Baldwin Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-411
| Closed | -$63.8K | – | 435 |
|
|
2024
Q3 | $63.8K | Buy |
+411
| New | +$61.4K | ﹤0.01% | 497 |
|
|
2024
Q2 | – | Sell |
-400
| Closed | -$53.2K | – | 801 |
|
|
2024
Q1 | $53.2K | Hold |
400
| – | – | ﹤0.01% | 361 |
|
|
2023
Q4 | $55.2K | Hold |
400
| – | – | ﹤0.01% | 367 |
|
|
2023
Q3 | $48.7K | Hold |
400
| – | – | ﹤0.01% | 398 |
|
|
2023
Q2 | $56.2K | Hold |
400
| – | – | ﹤0.01% | 397 |
|
|
2023
Q1 | $56.6K | Hold |
400
| – | – | ﹤0.01% | 413 |
|
|
2022
Q4 | $62.6K | Hold |
400
| – | – | 0.01% | 383 |
|
|
2022
Q3 | $49K | Hold |
400
| – | – | 0.01% | 335 |
|
|
2022
Q2 | $53K | Hold |
400
| – | – | 0.01% | 349 |
|
|
2022
Q1 | $55K | Hold |
400
| – | – | 0.01% | 355 |
|
|
2021
Q4 | $69K | Hold |
400
| – | – | 0.01% | 310 |
|
|
2021
Q3 | $58K | Hold |
400
| – | – | 0.01% | 329 |
|
|
2021
Q2 | $53K | Hold |
400
| – | – | 0.01% | 350 |
|
|
2021
Q1 | $51K | Hold |
400
| – | – | 0.01% | 343 |
|
|
2020
Q4 | $48K | Hold |
400
| – | – | 0.01% | 325 |
|
|
2020
Q3 | $46K | Hold |
400
| – | – | 0.01% | 304 |
|
|
2020
Q2 | $46K | Hold |
400
| – | – | 0.01% | 304 |
|
|
2020
Q1 | $32K | Hold |
400
| – | – | 0.01% | 326 |
|
|
2019
Q4 | $43K | Hold |
400
| – | – | 0.01% | 334 |
|
|
2019
Q3 | $43K | Hold |
400
| – | – | 0.01% | 328 |
|
|
2019
Q2 | $41K | Hold |
400
| – | – | 0.01% | 328 |
|
|
2019
Q1 | $36K | Hold |
400
| – | – | 0.01% | 334 |
|
|
2018
Q4 | $33K | Hold |
400
| – | – | 0.01% | 325 |
|
|
2018
Q3 | $43K | Buy |
+400
| New | +$43.9K | 0.01% | 331 |
|
|
2018
Q1 | – | Sell |
-395
| Closed | -$39K | – | 489 |
|
|
2017
Q4 | $39K | Hold |
395
| – | – | 0.01% | 323 |
|
|
2017
Q3 | $37K | Hold |
395
| – | – | 0.01% | 313 |
|
|
2017
Q2 | $44K | Hold |
395
| – | – | 0.01% | 309 |
|
|
2017
Q1 | $39K | Hold |
395
| – | – | 0.01% | 312 |
|
|
2016
Q4 | $36K | Hold |
395
| – | – | 0.01% | 315 |
|
|
2016
Q3 | $33K | Sell |
395
-400
| -50% | -$33.6K | 0.01% | 335 |
|
|
2016
Q2 | $65K | Buy |
795
+95
| +14% | +$7.23K | 0.01% | 247 |
|
|
2016
Q1 | $50K | Buy |
+700
| New | +$46.9K | 0.01% | 303 |
|
Other funds holding DGX
DSA
Baldwin Wealth Partners's DGX Position: Q4 2024 in Review
Baldwin Wealth Partners sold out of Quest Diagnostics (DGX) in Q4 2024, closing a stake of 411 shares — an estimated $63.8K sold.
Baldwin Wealth Partners first reported a position in DGX in Q1 2016 and held it in 32 quarters. The position peaked at $69K in Q4 2021. 897 funds tracked by Wall St. Rank hold DGX as of Q4 2024.
- Baldwin Wealth Partners reported no remaining Quest Diagnostics position as of Q4 2024 after selling out during the quarter.
- Baldwin Wealth Partners sold 411 Quest Diagnostics shares in Q4 2024, an estimated $63.8K.
- Baldwin Wealth Partners first reported a position in Quest Diagnostics in Q1 2016 and held it in 32 quarters.
- Baldwin Wealth Partners's Quest Diagnostics position peaked at $69K in Q4 2021.
- 897 funds tracked by Wall St. Rank held Quest Diagnostics as of Q4 2024.
Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.