EverSource Wealth Advisors’s Quest Diagnostics DGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Buy |
6,026
+525
| +10% | +$94.3K | 0.05% | 257 |
|
|
2025
Q1 | $931K | Buy |
5,501
+224
| +4% | +$37.9K | 0.05% | 260 |
|
|
2024
Q4 | $796K | Buy |
5,277
+20
| +0.4% | +$3.02K | 0.04% | 277 |
|
|
2024
Q3 | $816K | Buy |
5,257
+21
| +0.4% | +$3.26K | 0.05% | 248 |
|
|
2024
Q2 | $745K | Buy |
5,236
+31
| +0.6% | +$4.41K | 0.05% | 254 |
|
|
2024
Q1 | $719K | Buy |
5,205
+12
| +0.2% | +$1.66K | 0.06% | 226 |
|
|
2023
Q4 | $716K | Sell |
5,193
-4
| -0.1% | -$551 | 0.07% | 203 |
|
|
2023
Q3 | $633K | Sell |
5,197
-345
| -6% | -$42K | 0.07% | 202 |
|
|
2023
Q2 | $779K | Buy |
5,542
+16
| +0.3% | +$2.25K | 0.09% | 186 |
|
|
2023
Q1 | $782K | Buy |
5,526
+3
| +0.1% | +$424 | 0.1% | 163 |
|
|
2022
Q4 | $864K | Sell |
5,523
-2,166
| -28% | -$339K | 0.13% | 130 |
|
|
2022
Q3 | $943K | Buy |
7,689
+7,565
| +6,101% | +$928K | 0.22% | 84 |
|
|
2022
Q2 | $16K | Buy |
124
+6
| +5% | +$774 | ﹤0.01% | 888 |
|
|
2022
Q1 | $16K | Buy |
118
+67
| +131% | +$9.09K | ﹤0.01% | 786 |
|
|
2021
Q4 | $9K | Buy |
+51
| New | +$9K | ﹤0.01% | 993 |
|