Evermay 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 | $269K | Hold |
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|
2025
Q1 | $254K | Hold |
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|
2024
Q4 | $226K | Sell |
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|
2024
Q3 | $264K | Sell |
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|
2024
Q2 | $237K | Sell |
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|
2024
Q1 | $231K | Hold |
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|
2023
Q4 | $240K | Sell |
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|
2023
Q3 | $214K | Buy |
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|
2023
Q2 | $247K | Sell |
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|
2023
Q1 | $249K | Sell |
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|
2022
Q4 | $314K | Buy |
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|
2022
Q3 | $246K | Sell |
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|
2022
Q2 | $293K | Sell |
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|
2022
Q1 | $315K | Buy |
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|
2021
Q4 | $398K | Sell |
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|
2021
Q3 | $362K | Buy |
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|
2021
Q2 | $329K | Sell |
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|
2021
Q1 | $339K | Sell |
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|
2020
Q4 | $318K | Sell |
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|
2020
Q3 | $324K | Buy |
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|
2020
Q2 | $322K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $212K | Buy |
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