High Net Worth Advisory Group’s Quest Diagnostics DGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $243K | Hold |
1,350
| – | – | 0.06% | 202 |
|
|
2025
Q1 | $228K | Hold |
1,350
| – | – | 0.06% | 197 |
|
|
2024
Q4 | $204K | Hold |
1,350
| – | – | 0.06% | 215 |
|
|
2024
Q3 | $210K | Buy |
+1,350
| New | +$210K | 0.06% | 214 |
|
|
2023
Q1 | – | Sell |
-650
| Closed | -$102K | – | 278 |
|
|
2022
Q4 | $102K | Hold |
650
| – | – | 0.04% | 240 |
|
|
2022
Q3 | $80K | Hold |
650
| – | – | 0.03% | 260 |
|
|
2022
Q2 | $86K | Hold |
650
| – | – | 0.04% | 257 |
|
|
2022
Q1 | $89K | Sell |
650
-131
| -17% | -$17.9K | 0.03% | 262 |
|
|
2021
Q4 | $135K | Buy |
+781
| New | +$135K | 0.05% | 221 |
|