EWM
Evercore Wealth Management’s Quest Diagnostics DGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $324K | Hold |
1,805
| – | – | 0.01% | 335 |
|
|
2025
Q1 | $305K | Hold |
1,805
| – | – | ﹤0.01% | 331 |
|
|
2024
Q4 | $272K | Sell |
1,805
-75
| -4% | -$11.3K | ﹤0.01% | 349 |
|
|
2024
Q3 | $292K | Hold |
1,880
| – | – | ﹤0.01% | 347 |
|
|
2024
Q2 | $257K | Hold |
1,880
| – | – | ﹤0.01% | 360 |
|
|
2024
Q1 | $250K | Sell |
1,880
-19
| -1% | -$2.53K | ﹤0.01% | 370 |
|
|
2023
Q4 | $262K | Buy |
+1,899
| New | +$262K | ﹤0.01% | 371 |
|
|
2021
Q1 | – | Sell |
-1,708
| Closed | -$204K | – | 433 |
|
|
2020
Q4 | $204K | Buy |
+1,708
| New | +$204K | ﹤0.01% | 411 |
|
|
2018
Q1 | – | Sell |
-100
| Closed | -$10K | – | 453 |
|
|
2017
Q4 | $10K | Sell |
100
-60
| -38% | -$6K | ﹤0.01% | 810 |
|
|
2017
Q3 | $15K | Hold |
160
| – | – | ﹤0.01% | 747 |
|
|
2017
Q2 | $18K | Hold |
160
| – | – | ﹤0.01% | 733 |
|
|
2017
Q1 | $16K | Sell |
160
-13
| -8% | -$1.3K | ﹤0.01% | 781 |
|
|
2016
Q4 | $16K | Buy |
173
+73
| +73% | +$6.75K | ﹤0.01% | 774 |
|
|
2016
Q3 | $8K | Hold |
100
| – | – | ﹤0.01% | 885 |
|
|
2016
Q2 | $8K | Hold |
100
| – | – | ﹤0.01% | 869 |
|
|
2016
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 831 |
|
|
2015
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 884 |
|
|
2015
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 873 |
|
|
2015
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 956 |
|
|
2015
Q1 | $8K | Hold |
100
| – | – | ﹤0.01% | 889 |
|
|
2014
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 771 |
|
|
2014
Q3 | $6K | Sell |
100
-48
| -32% | -$2.88K | ﹤0.01% | 856 |
|
|
2014
Q2 | $9K | Buy |
+148
| New | +$9K | ﹤0.01% | 847 |
|