Heritage Wealth Advisors’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 | $112K | Hold |
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|
2025
Q2 | $106K | Hold |
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|
2025
Q1 | $99.8K | Sell |
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|
2024
Q4 | $90.8K | Buy |
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|
2024
Q3 | $93.2K | Buy |
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|
2024
Q2 | $80.8K | Hold |
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|
2024
Q1 | $78.5K | Hold |
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|
2023
Q4 | $81.3K | Hold |
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|
2023
Q3 | $71.9K | Hold |
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|
2023
Q2 | $82.9K | Hold |
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|
2023
Q1 | $83.5K | Sell |
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|
2022
Q4 | $225K | Hold |
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|
2022
Q3 | $177K | Hold |
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|
2022
Q2 | $191K | Buy |
|