Envestnet Portfolio Solutions’s Quest Diagnostics DGX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$822K Sell
4,577
-126
-3% -$22.6K ﹤0.01% 877
2025
Q1
$796K Sell
4,703
-5,506
-54% -$932K ﹤0.01% 870
2024
Q4
$1.54M Sell
10,209
-1,345
-12% -$203K 0.01% 761
2024
Q3
$1.79M Buy
11,554
+83
+0.7% +$12.9K 0.01% 696
2024
Q2
$1.57M Sell
11,471
-34,933
-75% -$4.78M 0.01% 710
2024
Q1
$6.18M Buy
46,404
+12,105
+35% +$1.61M 0.02% 329
2023
Q4
$4.73M Sell
34,299
-17,088
-33% -$2.36M 0.02% 335
2023
Q3
$6.26M Buy
+51,387
New +$6.26M 0.03% 259