Chicago Partners Investment Group’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 | $245K | Buy |
1,434
+288
| +25% | +$49.1K | 0.01% | 941 |
|
2025
Q1 | $202K | Buy |
+1,146
| New | +$202K | 0.01% | 868 |
|
2023
Q3 | – | Sell |
-1,512
| Closed | -$204K | – | 669 |
|
2023
Q2 | $204K | Buy |
+1,512
| New | +$204K | 0.01% | 637 |
|
2015
Q2 | – | Sell |
-28
| Closed | -$2K | – | 454 |
|
2015
Q1 | $2K | Buy |
28
+4
| +17% | +$286 | ﹤0.01% | 463 |
|
2014
Q4 | $2K | Buy |
+24
| New | +$2K | ﹤0.01% | 501 |
|