Dynamic Advisor Solutions’s Quest Diagnostics DGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $724K | Sell |
4,030
-36
| -0.9% | -$6.47K | 0.02% | 519 |
|
|
2025
Q1 | $688K | Sell |
4,066
-107
| -3% | -$18.1K | 0.02% | 506 |
|
|
2024
Q4 | $630K | Sell |
4,173
-184
| -4% | -$27.8K | 0.03% | 391 |
|
|
2024
Q3 | $676K | Buy |
+4,357
| New | +$676K | 0.02% | 550 |
|
|
2020
Q3 | – | Sell |
-2,945
| Closed | -$336K | – | 592 |
|
|
2020
Q2 | $336K | Buy |
2,945
+437
| +17% | +$49.9K | 0.05% | 365 |
|
|
2020
Q1 | $201K | Buy |
+2,508
| New | +$201K | 0.04% | 407 |
|
|
2014
Q2 | – | Sell |
-9,856
| Closed | -$571K | – | 206 |
|
|
2014
Q1 | $571K | Buy |
+9,856
| New | +$571K | 0.39% | 84 |
|