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