Geneos Wealth Management’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 | $110K | Sell |
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|
2025
Q2 | $204K | Sell |
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|
2025
Q1 | $346K | Buy |
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|
2024
Q4 | $92.8K | Buy |
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|
2024
Q3 | $94.7K | Buy |
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|
2024
Q2 | $75.1K | Hold |
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|
2024
Q1 | $73.1K | Sell |
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|
2023
Q4 | $77.1K | Buy |
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|
2023
Q3 | $66.8K | Buy |
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|
2023
Q2 | $71.8K | Hold |
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|
2023
Q1 | $72.3K | Hold |
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|
2022
Q4 | $79.9K | Hold |
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|
2022
Q3 | $62K | Sell |
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|
2022
Q2 | $207K | Sell |
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|
2022
Q1 | $242K | Buy |
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|
2021
Q4 | $306K | Sell |
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|
2021
Q3 | $259K | Buy |
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|
2021
Q2 | $241K | Sell |
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|
2021
Q1 | $273K | Buy |
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|
2020
Q4 | $233K | Sell |
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|
2020
Q3 | $235K | Hold |
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|
2020
Q2 | $232K | Buy |
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|
2020
Q1 | $168K | Hold |
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|
2019
Q4 | $216K | Hold |
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|
2019
Q3 | $214K | Buy |
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|
2019
Q2 | $196K | Buy |
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|
2019
Q1 | $164K | Hold |
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|
2018
Q4 | $150K | Buy |
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|
2018
Q3 | $190K | Buy |
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|
2018
Q2 | $155K | Hold |
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|
2018
Q1 | $142K | Buy |
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|
2017
Q4 | $128K | Buy |
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|
2017
Q3 | $108K | Buy |
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|
2017
Q2 | $109K | Buy |
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|
2017
Q1 | $55K | Buy |
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|
2016
Q4 | $44K | Sell |
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|
2016
Q3 | $46K | Sell |
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|
2016
Q2 | $51K | Hold |
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|
2016
Q1 | $46K | Buy |
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