CWP
Concord Wealth Partners’s Quest Diagnostics DGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-16
| Closed | -$2.41K | – | 848 |
|
|
2024
Q4 | $2.41K | Hold |
16
| – | – | ﹤0.01% | 692 |
|
|
2024
Q3 | $2.48K | Sell |
16
-2
| -11% | -$311 | ﹤0.01% | 721 |
|
|
2024
Q2 | $2.46K | Hold |
18
| – | – | ﹤0.01% | 650 |
|
|
2024
Q1 | $2.4K | Hold |
18
| – | – | ﹤0.01% | 734 |
|
|
2023
Q4 | $2.48K | Sell |
18
-18
| -50% | -$2.48K | ﹤0.01% | 693 |
|
|
2023
Q3 | $4.39K | Hold |
36
| – | – | ﹤0.01% | 742 |
|
|
2023
Q2 | $5.06K | Buy |
36
+18
| +100% | +$2.53K | ﹤0.01% | 706 |
|
|
2023
Q1 | $2.55K | Sell |
18
-34
| -65% | -$4.81K | ﹤0.01% | 777 |
|
|
2022
Q4 | $8.14K | Buy |
+52
| New | +$8.14K | ﹤0.01% | 665 |
|
|
2022
Q3 | – | Sell |
-122
| Closed | -$16K | – | 386 |
|
|
2022
Q2 | $16K | Sell |
122
-1,038
| -89% | -$136K | ﹤0.01% | 590 |
|
|
2022
Q1 | $159K | Buy |
1,160
+14
| +1% | +$1.92K | 0.04% | 217 |
|
|
2021
Q4 | $198K | Buy |
1,146
+760
| +197% | +$131K | 0.05% | 191 |
|
|
2021
Q3 | $56K | Sell |
386
-600
| -61% | -$87K | 0.02% | 197 |
|
|
2021
Q2 | $130K | Buy |
986
+119
| +14% | +$15.7K | 0.04% | 195 |
|
|
2021
Q1 | $111K | Buy |
867
+851
| +5,319% | +$109K | 0.04% | 198 |
|
|
2020
Q4 | $2K | Buy |
+16
| New | +$2K | ﹤0.01% | 523 |
|