Global Retirement Partners’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
Q4
$337K Buy
1,944
+1,214
+166% +$221K 0.01% 1170
2025
Q3
$139K Sell
730
-307
-30% -$54.5K ﹤0.01% 1356
2025
Q2
$186K Buy
+1,037
New +$180K ﹤0.01% 1134
2024
Q4
$83.7K Buy
555
+173
+45% +$26.9K ﹤0.01% 1363
2024
Q3
$59.3K Buy
382
+15
+4% +$2.24K ﹤0.01% 1486
2024
Q2
$50.2K Buy
367
+101
+38% +$13.8K ﹤0.01% 1535
2024
Q1
$35.4K Buy
266
+2
+0.8% +$259 ﹤0.01% 1560
2023
Q4
$35.3K Buy
264
+3
+1% +$394 ﹤0.01% 1519
2023
Q3
$32K Sell
261
-51
-16% -$6.79K ﹤0.01% 1457
2023
Q2
$43.9K Buy
312
+44
+16% +$6.07K ﹤0.01% 1342
2023
Q1
$36.6K Buy
268
+49
+22% +$7.01K ﹤0.01% 1372
2022
Q4
$34.3K Hold
219
﹤0.01% 1254
2022
Q3
$31K Buy
219
+133
+155% +$17.5K ﹤0.01% 1192
2022
Q2
$11K Buy
86
+1
+1% +$136 ﹤0.01% 1586
2022
Q1
$12K Buy
+85
New +$11.8K ﹤0.01% 1546
2021
Q2
Sell
-25
Closed -$3K 1880
2021
Q1
$3K Sell
25
-196
-89% -$24.2K ﹤0.01% 1576
2020
Q4
$26K Sell
221
-54
-20% -$6.58K ﹤0.01% 951
2020
Q3
$32K Buy
275
+1
+0.4% +$118 ﹤0.01% 762
2020
Q2
$31K Sell
274
-73
-21% -$7.74K ﹤0.01% 758
2020
Q1
$28K Sell
347
-596
-63% -$61.7K 0.01% 705
2019
Q4
$101K Buy
943
+811
+614% +$84.6K 0.02% 480
2019
Q3
$14K Hold
132
﹤0.01% 1026
2019
Q2
$13K Sell
132
-63
-32% -$6.05K ﹤0.01% 1034
2019
Q1
$18K Buy
195
+76
+64% +$6.59K ﹤0.01% 857
2018
Q4
$10K Hold
119
﹤0.01% 964
2018
Q3
$13K Hold
119
﹤0.01% 951
2018
Q2
$13K Hold
119
﹤0.01% 923
2018
Q1
$12K Hold
119
﹤0.01% 900
2017
Q4
$12K Hold
119
﹤0.01% 843
2017
Q3
$11K Hold
119
﹤0.01% 792
2017
Q2
$13K Buy
119
+30
+34% +$3.17K 0.01% 705
2017
Q1
$9K Sell
89
-100
-53% -$9.53K 0.01% 767
2016
Q4
$17K Buy
+189
New +$16.3K 0.01% 551

Other funds holding DGX