Heritage Wealth Advisors’s Quest Diagnostics DGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $106K | Hold |
590
| – | – | 0.01% | 245 |
|
|
2025
Q1 | $99.8K | Sell |
590
-12
| -2% | -$2.03K | 0.01% | 246 |
|
|
2024
Q4 | $90.8K | Buy |
602
+2
| +0.3% | +$302 | ﹤0.01% | 259 |
|
|
2024
Q3 | $93.2K | Buy |
600
+10
| +2% | +$1.55K | ﹤0.01% | 269 |
|
|
2024
Q2 | $80.8K | Hold |
590
| – | – | ﹤0.01% | 266 |
|
|
2024
Q1 | $78.5K | Hold |
590
| – | – | ﹤0.01% | 281 |
|
|
2023
Q4 | $81.3K | Hold |
590
| – | – | ﹤0.01% | 287 |
|
|
2023
Q3 | $71.9K | Hold |
590
| – | – | ﹤0.01% | 273 |
|
|
2023
Q2 | $82.9K | Hold |
590
| – | – | ﹤0.01% | 271 |
|
|
2023
Q1 | $83.5K | Sell |
590
-850
| -59% | -$120K | ﹤0.01% | 272 |
|
|
2022
Q4 | $225K | Hold |
1,440
| – | – | 0.01% | 198 |
|
|
2022
Q3 | $177K | Hold |
1,440
| – | – | 0.01% | 209 |
|
|
2022
Q2 | $191K | Buy |
+1,440
| New | +$191K | 0.01% | 203 |
|