FMWA
Forvis Mazars Wealth Advisors’s Quest Diagnostics DGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,934
| Closed | -$274K | – | 413 |
|
|
2023
Q1 | $274K | Hold |
1,934
| – | – | 0.01% | 348 |
|
|
2022
Q4 | $303K | Hold |
1,934
| – | – | 0.01% | 323 |
|
|
2022
Q3 | $237K | Hold |
1,934
| – | – | 0.01% | 354 |
|
|
2022
Q2 | $257K | Hold |
1,934
| – | – | 0.01% | 344 |
|
|
2022
Q1 | $265K | Buy |
1,934
+390
| +25% | +$53.4K | 0.01% | 259 |
|
|
2021
Q4 | $267K | Sell |
1,544
-350
| -18% | -$60.5K | 0.01% | 247 |
|
|
2021
Q3 | $275K | Sell |
1,894
-107
| -5% | -$15.5K | 0.01% | 227 |
|
|
2021
Q2 | $264K | Sell |
2,001
-593
| -23% | -$78.2K | 0.01% | 234 |
|
|
2021
Q1 | $333K | Sell |
2,594
-617
| -19% | -$79.2K | 0.02% | 214 |
|
|
2020
Q4 | $383K | Buy |
3,211
+548
| +21% | +$65.4K | 0.02% | 259 |
|
|
2020
Q3 | $305K | Buy |
2,663
+19
| +0.7% | +$2.18K | 0.02% | 254 |
|
|
2020
Q2 | $301K | Buy |
2,644
+117
| +5% | +$13.3K | 0.02% | 253 |
|
|
2020
Q1 | $203K | Sell |
2,527
-429
| -15% | -$34.5K | 0.02% | 274 |
|
|
2019
Q4 | $316K | Buy |
2,956
+7
| +0.2% | +$748 | 0.02% | 235 |
|
|
2019
Q3 | $316K | Buy |
2,949
+6
| +0.2% | +$643 | 0.03% | 216 |
|
|
2019
Q2 | $300K | Sell |
2,943
-517
| -15% | -$52.7K | 0.02% | 220 |
|
|
2019
Q1 | $311K | Buy |
3,460
+361
| +12% | +$32.4K | 0.03% | 206 |
|
|
2018
Q4 | $258K | Buy |
3,099
+62
| +2% | +$5.16K | 0.03% | 193 |
|
|
2018
Q3 | $328K | Sell |
3,037
-191
| -6% | -$20.6K | 0.03% | 186 |
|
|
2018
Q2 | $355K | Buy |
+3,228
| New | +$355K | 0.03% | 181 |
|