CIA
Concurrent Investment Advisors’s Quest Diagnostics DGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $398K | Buy |
2,218
+128
| +6% | +$23K | 0.01% | 932 |
|
|
2025
Q1 | $354K | Sell |
2,090
-127
| -6% | -$21.5K | 0.01% | 846 |
|
|
2024
Q4 | $335K | Sell |
2,217
-70
| -3% | -$10.6K | 0.01% | 781 |
|
|
2024
Q3 | $355K | Buy |
2,287
+223
| +11% | +$34.6K | 0.01% | 717 |
|
|
2024
Q2 | $283K | Buy |
2,064
+94
| +5% | +$12.9K | 0.01% | 749 |
|
|
2024
Q1 | $262K | Buy |
1,970
+62
| +3% | +$8.25K | 0.01% | 709 |
|
|
2023
Q4 | $263K | Buy |
+1,908
| New | +$263K | 0.01% | 687 |
|