Creative Planning’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
Q3 | $3.67M | Buy |
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|
2025
Q2 | $3.1M | Buy |
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|
2025
Q1 | $2.61M | Buy |
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|
2024
Q4 | $2.32M | Buy |
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|
2024
Q3 | $1.8M | Buy |
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|
2024
Q2 | $1.56M | Buy |
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|
2024
Q1 | $1.26M | Sell |
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|
2023
Q4 | $1.31M | Buy |
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|
2023
Q3 | $1.03M | Sell |
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|
2023
Q2 | $1.25M | Buy |
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|
2023
Q1 | $1.21M | Sell |
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|
2022
Q4 | $1.49M | Buy |
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|
2022
Q3 | $1.1M | Buy |
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|
2022
Q2 | $1.16M | Buy |
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|
2022
Q1 | $1.01M | Buy |
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|
2021
Q4 | $1.28M | Buy |
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|
2021
Q3 | $1.06M | Buy |
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|
2021
Q2 | $926K | Sell |
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|
2021
Q1 | $1.16M | Buy |
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|
2020
Q4 | $1.05M | Buy |
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|
2020
Q3 | $967K | Sell |
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|
2020
Q2 | $1.02M | Sell |
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|
2020
Q1 | $741K | Buy |
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|
2019
Q4 | $872K | Buy |
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|
2019
Q3 | $859K | Sell |
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|
2019
Q2 | $854K | Buy |
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|
2019
Q1 | $562K | Sell |
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|
2018
Q4 | $546K | Sell |
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|
2018
Q3 | $748K | Buy |
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|
2018
Q2 | $592K | Buy |
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|
2018
Q1 | $507K | Sell |
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|
2017
Q4 | $585K | Sell |
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|
2017
Q3 | $611K | Buy |
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|
2017
Q2 | $450K | Sell |
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|
2017
Q1 | $408K | Buy |
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|
2016
Q4 | $292K | Sell |
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|
2016
Q3 | $303K | Buy |
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|
2016
Q2 | $161K | Buy |
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|
2016
Q1 | $124K | Buy |
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|
2015
Q4 | $111K | Sell |
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|
2015
Q3 | $97K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $137K | Sell |
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|
2014
Q4 | $134K | Sell |
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|
2014
Q3 | $131K | Sell |
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|
2014
Q2 | $167K | Buy |
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|
2014
Q1 | $117K | Buy |
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|
2013
Q4 | $90K | Buy |
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|
2013
Q3 | $94K | Buy |
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|
2013
Q2 | $68K | Buy |
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