EWM
Evermay Wealth Management’s Quest Diagnostics DGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $269K | Hold |
1,499
| – | – | 0.03% | 173 |
|
|
2025
Q1 | $254K | Hold |
1,499
| – | – | 0.03% | 171 |
|
|
2024
Q4 | $226K | Sell |
1,499
-202
| -12% | -$30.5K | 0.03% | 181 |
|
|
2024
Q3 | $264K | Sell |
1,701
-30
| -2% | -$4.66K | 0.04% | 170 |
|
|
2024
Q2 | $237K | Sell |
1,731
-8
| -0.5% | -$1.1K | 0.04% | 181 |
|
|
2024
Q1 | $231K | Hold |
1,739
| – | – | 0.04% | 187 |
|
|
2023
Q4 | $240K | Sell |
1,739
-20
| -1% | -$2.76K | 0.04% | 169 |
|
|
2023
Q3 | $214K | Buy |
1,759
+2
| +0.1% | +$244 | 0.04% | 162 |
|
|
2023
Q2 | $247K | Sell |
1,757
-1
| -0.1% | -$141 | 0.05% | 154 |
|
|
2023
Q1 | $249K | Sell |
1,758
-249
| -12% | -$35.2K | 0.05% | 151 |
|
|
2022
Q4 | $314K | Buy |
2,007
+1
| +0% | +$156 | 0.06% | 133 |
|
|
2022
Q3 | $246K | Sell |
2,006
-199
| -9% | -$24.4K | 0.05% | 149 |
|
|
2022
Q2 | $293K | Sell |
2,205
-99
| -4% | -$13.2K | 0.06% | 135 |
|
|
2022
Q1 | $315K | Buy |
2,304
+1
| +0% | +$137 | 0.05% | 151 |
|
|
2021
Q4 | $398K | Sell |
2,303
-189
| -8% | -$32.7K | 0.07% | 115 |
|
|
2021
Q3 | $362K | Buy |
2,492
+1
| +0% | +$145 | 0.07% | 113 |
|
|
2021
Q2 | $329K | Sell |
2,491
-148
| -6% | -$19.5K | 0.06% | 131 |
|
|
2021
Q1 | $339K | Sell |
2,639
-31
| -1% | -$3.98K | 0.07% | 128 |
|
|
2020
Q4 | $318K | Sell |
2,670
-157
| -6% | -$18.7K | 0.07% | 128 |
|
|
2020
Q3 | $324K | Buy |
2,827
+1
| +0% | +$115 | 0.08% | 112 |
|
|
2020
Q2 | $322K | Buy |
+2,826
| New | +$322K | 0.08% | 109 |
|
|
2020
Q1 | – | Sell |
-1,986
| Closed | -$212K | – | 141 |
|
|
2019
Q4 | $212K | Buy |
+1,986
| New | +$212K | 0.05% | 153 |
|