Gradient Investments’s Quest Diagnostics DGX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-3
Closed -$411 545
2024
Q2
$411 Hold
3
﹤0.01% 1208
2024
Q1
$399 Sell
3
-11
-79% -$1.46K ﹤0.01% 1046
2023
Q4
$1.93K Sell
14
-6
-30% -$827 ﹤0.01% 1239
2023
Q3
$2.44K Hold
20
﹤0.01% 1128
2023
Q2
$2.81K Buy
20
+7
+54% +$984 ﹤0.01% 1082
2023
Q1
$1.84K Sell
13
-1
-7% -$141 ﹤0.01% 1119
2022
Q4
$2.19K Sell
14
-55
-80% -$8.6K ﹤0.01% 1072
2022
Q3
$8K Buy
69
+46
+200% +$5.33K ﹤0.01% 843
2022
Q2
$3K Sell
23
-11
-32% -$1.44K ﹤0.01% 974
2022
Q1
$5K Hold
34
﹤0.01% 878
2021
Q4
$6K Sell
34
-10
-23% -$1.77K ﹤0.01% 895
2021
Q3
$6K Sell
44
-59
-57% -$8.05K ﹤0.01% 852
2021
Q2
$14K Sell
103
-25
-20% -$3.4K ﹤0.01% 697
2021
Q1
$16K Sell
128
-78,258
-100% -$9.78M ﹤0.01% 659
2020
Q4
$8.97M Sell
78,386
-1,163
-1% -$133K 0.38% 75
2020
Q3
$9.11M Sell
79,549
-15,493
-16% -$1.77M 0.38% 75
2020
Q2
$10.8M Buy
95,042
+94,977
+146,118% +$10.8M 0.49% 55
2020
Q1
$5K Hold
65
﹤0.01% 767
2019
Q4
$7K Buy
65
+59
+983% +$6.35K ﹤0.01% 760
2019
Q3
$1K Buy
+6
New +$1K ﹤0.01% 983
2015
Q2
Sell
-41
Closed -$3K 637
2015
Q1
$3K Hold
41
﹤0.01% 506
2014
Q4
$3K Buy
+41
New +$3K ﹤0.01% 455