HHM 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 | $1.98K | Hold |
11
| – | – | ﹤0.01% | 766 |
|
|
2025
Q1 | $1.86K | Hold |
11
| – | – | ﹤0.01% | 763 |
|
|
2024
Q4 | $1.66K | Buy |
+11
| New | +$1.66K | ﹤0.01% | 776 |
|
|
2022
Q3 | – | Sell |
-200
| Closed | -$27K | – | 678 |
|
|
2022
Q2 | $27K | Hold |
200
| – | – | 0.01% | 374 |
|
|
2022
Q1 | $27K | Hold |
200
| – | – | 0.01% | 399 |
|
|
2021
Q4 | $35K | Hold |
200
| – | – | 0.01% | 350 |
|
|
2021
Q3 | $29K | Hold |
200
| – | – | 0.01% | 362 |
|
|
2021
Q2 | $26K | Hold |
200
| – | – | 0.01% | 368 |
|
|
2021
Q1 | $26K | Hold |
200
| – | – | 0.01% | 347 |
|
|
2020
Q4 | $24K | Hold |
200
| – | – | 0.01% | 337 |
|
|
2020
Q3 | $23K | Buy |
+200
| New | +$23K | 0.01% | 301 |
|