Exencial Wealth Advisors’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
Q3 | $12.1M | Sell |
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|
2025
Q2 | $11.5M | Sell |
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|
2025
Q1 | $11.4M | Sell |
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|
2024
Q4 | $10.2M | Sell |
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|
2024
Q3 | $10.8M | Sell |
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|
2024
Q2 | $9.62M | Sell |
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|
2024
Q1 | $9.96M | Sell |
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|
2023
Q4 | $10.4M | Buy |
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|
2023
Q3 | $8.85M | Buy |
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|
2023
Q2 | $2.43M | Buy |
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|
2023
Q1 | $2.41M | Buy |
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|
2022
Q4 | $2.53M | Buy |
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|
2022
Q3 | $1.73M | Buy |
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|
2022
Q2 | $1.83M | Sell |
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|
2022
Q1 | $1.88M | Buy |
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|
2021
Q4 | $2.29M | Buy |
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|
2021
Q3 | $1.87M | Buy |
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|
2021
Q2 | $1.34M | Sell |
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|
2021
Q1 | $1.56M | Buy |
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|
2020
Q4 | $1.18M | Sell |
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|
2020
Q3 | $2.52M | Buy |
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|
2020
Q2 | $1.12M | Buy |
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