Evercore Wealth Management’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 | $324K | Hold |
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|
2025
Q1 | $305K | Hold |
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|
2024
Q4 | $272K | Sell |
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|
2024
Q3 | $292K | Hold |
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|
2024
Q2 | $257K | Hold |
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|
2024
Q1 | $250K | Sell |
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|
2023
Q4 | $262K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $204K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $10K | Sell |
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|
2017
Q3 | $15K | Hold |
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|
2017
Q2 | $18K | Hold |
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|
2017
Q1 | $16K | Sell |
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|
2016
Q4 | $16K | Buy |
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|
2016
Q3 | $8K | Hold |
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|
2016
Q2 | $8K | Hold |
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|
2016
Q1 | $7K | Hold |
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|
2015
Q4 | $7K | Hold |
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|
2015
Q3 | $6K | Hold |
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|
2015
Q2 | $7K | Hold |
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|
2015
Q1 | $8K | Hold |
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|
2014
Q4 | $7K | Hold |
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|
2014
Q3 | $6K | Sell |
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|
2014
Q2 | $9K | Buy |
|