Canvas Wealth Advisors’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 | $234K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $642K | Sell |
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|
2023
Q4 | $697K | Buy |
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|
2023
Q3 | $218K | Sell |
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|
2023
Q2 | $290K | Hold |
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|
2023
Q1 | $284K | Sell |
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|
2022
Q4 | $293K | Buy |
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|
2022
Q3 | $288K | Hold |
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|
2022
Q2 | $267K | Hold |
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|
2022
Q1 | $269K | Hold |
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|
2021
Q4 | $348K | Sell |
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|
2021
Q3 | $314K | Buy |
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|
2021
Q2 | $282K | Hold |
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|
2021
Q1 | $275K | Buy |
|