Farther Finance Advisors’s Quest Diagnostics DGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $477K | Sell |
2,656
-282
| -10% | -$50.7K | 0.01% | 921 |
|
|
2025
Q1 | $497K | Sell |
2,938
-1,249
| -30% | -$211K | 0.01% | 787 |
|
|
2024
Q4 | $632K | Sell |
4,187
-44
| -1% | -$6.64K | 0.02% | 511 |
|
|
2024
Q3 | $657K | Sell |
4,231
-420
| -9% | -$65.2K | 0.02% | 487 |
|
|
2024
Q2 | $638K | Buy |
4,651
+2,617
| +129% | +$359K | 0.03% | 401 |
|
|
2024
Q1 | $274K | Buy |
2,034
+1,475
| +264% | +$199K | 0.02% | 582 |
|
|
2023
Q4 | $77.1K | Buy |
559
+34
| +6% | +$4.69K | 0.01% | 883 |
|
|
2023
Q3 | $64K | Buy |
525
+20
| +4% | +$2.44K | 0.01% | 703 |
|
|
2023
Q2 | $71K | Sell |
505
-36
| -7% | -$5.06K | 0.02% | 560 |
|
|
2023
Q1 | $76.5K | Buy |
541
+96
| +22% | +$13.6K | 0.02% | 482 |
|
|
2022
Q4 | $69.6K | Buy |
+445
| New | +$69.6K | 0.03% | 413 |
|