EP Wealth Advisors’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
Q2 | $409K | Sell |
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|
2025
Q1 | $386K | Sell |
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|
2024
Q4 | $407K | Sell |
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|
2024
Q3 | $616K | Buy |
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|
2024
Q2 | $379K | Sell |
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|
2024
Q1 | $381K | Sell |
|
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|
2023
Q4 | $407K | Sell |
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|
2023
Q3 | $425K | Sell |
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|
2023
Q2 | $538K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $850K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1.03M | Sell |
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|
2022
Q1 | $1.11M | Sell |
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|
2021
Q4 | $1.41M | Sell |
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|
2021
Q3 | $1.24M | Sell |
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|
2021
Q2 | $1.96M | Sell |
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|
2021
Q1 | $2.41M | Buy |
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