Clearstead 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $437K | Buy |
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|
2025
Q1 | $347K | Buy |
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|
2024
Q4 | $309K | Hold |
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|
2024
Q3 | $317K | Hold |
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|
2024
Q2 | $280K | Sell |
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|
2024
Q1 | $292K | Sell |
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|
2023
Q4 | $286K | Sell |
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|
2023
Q3 | $735K | Buy |
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|
2023
Q2 | $287K | Sell |
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|
2023
Q1 | $290K | Buy |
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|
2022
Q4 | $320K | Hold |
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|
2022
Q3 | $251K | Sell |
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|
2022
Q2 | $528K | Buy |
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|
2022
Q1 | $543K | Buy |
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|
2021
Q4 | $684K | Sell |
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|
2021
Q3 | $588K | Buy |
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|
2021
Q2 | $531K | Buy |
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|
2021
Q1 | $515K | Sell |
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|
2020
Q4 | $485K | Buy |
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|
2020
Q3 | $251K | Hold |
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|
2020
Q2 | $250K | Hold |
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|
2020
Q1 | $176K | Hold |
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|
2019
Q4 | $234K | Sell |
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|
2019
Q3 | $257K | Sell |
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|
2019
Q2 | $269K | Sell |
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|
2019
Q1 | $267K | Buy |
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