IWA
Icon Wealth Advisors’s Quest Diagnostics DGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $153K | Sell |
850
-22
| -3% | -$3.95K | 0.01% | 417 |
|
|
2025
Q1 | $148K | Buy |
872
+30
| +4% | +$5.08K | 0.01% | 407 |
|
|
2024
Q4 | $127K | Buy |
842
+89
| +12% | +$13.4K | 0.01% | 459 |
|
|
2024
Q3 | $117K | Buy |
753
+44
| +6% | +$6.83K | 0.01% | 445 |
|
|
2024
Q2 | $101K | Buy |
+709
| New | +$101K | 0.01% | 431 |
|