BCWM
Bartlett & Co Wealth Management’s Quest Diagnostics DGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.26K | Buy |
46
+1
| +2% | +$180 | ﹤0.01% | 939 |
|
|
2025
Q1 | $7.61K | Hold |
45
| – | – | ﹤0.01% | 939 |
|
|
2024
Q4 | $6.79K | Hold |
45
| – | – | ﹤0.01% | 940 |
|
|
2024
Q3 | $6.99K | Sell |
45
-64
| -59% | -$9.94K | ﹤0.01% | 946 |
|
|
2024
Q2 | $14.9K | Hold |
109
| – | – | ﹤0.01% | 860 |
|
|
2024
Q1 | $14.5K | Hold |
109
| – | – | ﹤0.01% | 866 |
|
|
2023
Q4 | $15K | Hold |
109
| – | – | ﹤0.01% | 934 |
|
|
2023
Q3 | $13.3K | Sell |
109
-200
| -65% | -$24.4K | ﹤0.01% | 891 |
|
|
2023
Q2 | $43.4K | Hold |
309
| – | – | ﹤0.01% | 694 |
|
|
2023
Q1 | $43.7K | Hold |
309
| – | – | ﹤0.01% | 589 |
|
|
2022
Q4 | $48.3K | Hold |
309
| – | – | ﹤0.01% | 586 |
|
|
2022
Q3 | $37.9K | Sell |
309
-10
| -3% | -$1.23K | ﹤0.01% | 609 |
|
|
2022
Q2 | $42.4K | Buy |
319
+10
| +3% | +$1.33K | ﹤0.01% | 597 |
|
|
2022
Q1 | $42.3K | Buy |
+309
| New | +$42.3K | ﹤0.01% | 610 |
|
|
2021
Q4 | – | Sell |
-409
| Closed | -$59.4K | – | 512 |
|
|
2021
Q3 | $59.4K | Sell |
409
-6
| -1% | -$872 | ﹤0.01% | 483 |
|
|
2021
Q2 | $54.8K | Hold |
415
| – | – | ﹤0.01% | 493 |
|
|
2021
Q1 | $53.3K | Sell |
415
-200
| -33% | -$25.7K | ﹤0.01% | 526 |
|
|
2020
Q4 | $73.3K | Buy |
615
+6
| +1% | +$715 | ﹤0.01% | 474 |
|
|
2020
Q3 | $69.7K | Hold |
609
| – | – | ﹤0.01% | 442 |
|
|
2020
Q2 | $69.4K | Hold |
609
| – | – | ﹤0.01% | 437 |
|
|
2020
Q1 | $48.9K | Buy |
609
+500
| +459% | +$40.2K | ﹤0.01% | 463 |
|
|
2019
Q4 | $11.6K | Hold |
109
| – | – | ﹤0.01% | 713 |
|
|
2019
Q3 | $11.7K | Buy |
+109
| New | +$11.7K | ﹤0.01% | 719 |
|