Heron Financial Group’s Quest Diagnostics DGX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$536K Hold
2023
Q1
$539K Sell
2022
Q4
$626K Sell
2022
Q3
$506K Hold
2022
Q2
$548K Sell
2022
Q1
$590K Hold
2021
Q4
$583K Hold
2021
Q3
$627K Hold
2021
Q2
$569K Hold
2021
Q1
$558K Buy
2020
Q4
$515K Buy
2020
Q3
$474K Sell
2020
Q2
$502K Hold
2020
Q1
$387K Hold
2019
Q4
$483K Buy