Checchi Capital Advisers’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
$267K Sell
1,485
-91
-6% -$16.3K 0.01% 476
2025
Q1
$267K Sell
1,576
-37
-2% -$6.26K 0.01% 484
2024
Q4
$243K Sell
1,613
-30
-2% -$4.53K 0.01% 490
2024
Q3
$255K Sell
1,643
-171
-9% -$26.5K 0.01% 483
2024
Q2
$248K Sell
1,814
-78
-4% -$10.7K 0.01% 477
2024
Q1
$252K Buy
1,892
+68
+4% +$9.05K 0.02% 482
2023
Q4
$251K Buy
1,824
+119
+7% +$16.4K 0.02% 469
2023
Q3
$208K Sell
1,705
-293
-15% -$35.7K 0.02% 500
2023
Q2
$281K Buy
1,998
+59
+3% +$8.29K 0.03% 444
2023
Q1
$274K Buy
1,939
+128
+7% +$18.1K 0.03% 441
2022
Q4
$283K Sell
1,811
-12
-0.7% -$1.88K 0.03% 411
2022
Q3
$224K Sell
1,823
-19
-1% -$2.34K 0.02% 472
2022
Q2
$252K Buy
1,842
+122
+7% +$16.7K 0.02% 474
2022
Q1
$235K Buy
1,720
+262
+18% +$35.8K 0.02% 473
2021
Q4
$252K Buy
1,458
+46
+3% +$7.95K 0.02% 430
2021
Q3
$205K Buy
+1,412
New +$205K 0.02% 477
2016
Q3
Sell
-876
Closed -$71K 602
2016
Q2
$71K Sell
876
-181
-17% -$14.7K 0.01% 704
2016
Q1
$76K Buy
+1,057
New +$76K 0.02% 677