IFP Advisors’s Quest Diagnostics DGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.22M | Sell |
12,248
-1,194
| -9% | -$216K | 0.06% | 333 |
|
|
2025
Q1 | $2.36M | Sell |
13,442
-2,081
| -13% | -$366K | 0.07% | 321 |
|
|
2024
Q4 | $2.35M | Buy |
15,523
+14,579
| +1,544% | +$2.2M | 0.08% | 294 |
|
|
2024
Q3 | $147K | Sell |
944
-56
| -6% | -$8.69K | 0.01% | 1238 |
|
|
2024
Q2 | $137K | Sell |
1,000
-19
| -2% | -$2.6K | 0.01% | 1221 |
|
|
2024
Q1 | $136K | Buy |
1,019
+19
| +2% | +$2.53K | 0.01% | 1170 |
|
|
2023
Q4 | $138K | Sell |
1,000
-423
| -30% | -$58.3K | 0.01% | 1127 |
|
|
2023
Q3 | $173K | Sell |
1,423
-31
| -2% | -$3.78K | 0.01% | 1029 |
|
|
2023
Q2 | $204K | Sell |
1,454
-517
| -26% | -$72.7K | 0.01% | 1014 |
|
|
2023
Q1 | $115K | Sell |
1,971
-1,198
| -38% | -$69.9K | 0.01% | 1184 |
|
|
2022
Q4 | $238K | Sell |
3,169
-623
| -16% | -$46.8K | 0.01% | 1265 |
|
|
2022
Q3 | $254K | Buy |
3,792
+98
| +3% | +$6.56K | 0.01% | 1277 |
|
|
2022
Q2 | $248K | Hold |
3,694
| – | – | 0.01% | 1172 |
|
|
2022
Q1 | $248K | Buy |
3,694
+2,963
| +405% | +$199K | 0.01% | 1172 |
|
|
2021
Q4 | $128K | Buy |
731
+61
| +9% | +$10.7K | ﹤0.01% | 1144 |
|
|
2021
Q3 | $98K | Sell |
670
-557
| -45% | -$81.5K | ﹤0.01% | 1267 |
|
|
2021
Q2 | $161K | Buy |
1,227
+137
| +13% | +$18K | ﹤0.01% | 1018 |
|
|
2021
Q1 | $139K | Sell |
1,090
-48
| -4% | -$6.12K | ﹤0.01% | 1004 |
|
|
2020
Q4 | $135K | Buy |
1,138
+65
| +6% | +$7.71K | 0.01% | 984 |
|
|
2020
Q3 | $123K | Buy |
1,073
+292
| +37% | +$33.5K | 0.01% | 897 |
|
|
2020
Q2 | $85K | Buy |
781
+429
| +122% | +$46.7K | 0.01% | 983 |
|
|
2020
Q1 | $32K | Buy |
352
+90
| +34% | +$8.18K | ﹤0.01% | 1301 |
|
|
2019
Q4 | $27K | Buy |
262
+126
| +93% | +$13K | ﹤0.01% | 1493 |
|
|
2019
Q3 | $13K | Buy |
+136
| New | +$13K | ﹤0.01% | 1944 |
|
|
2019
Q1 | $25K | Sell |
278
-1,905
| -87% | -$171K | ﹤0.01% | 1247 |
|
|
2018
Q4 | $179K | Sell |
2,183
-517
| -19% | -$42.4K | 0.01% | 910 |
|
|
2018
Q3 | $291K | Sell |
2,700
-1,691
| -39% | -$182K | 0.01% | 895 |
|
|
2018
Q2 | $483K | Buy |
4,391
+1,758
| +67% | +$193K | 0.02% | 667 |
|
|
2018
Q1 | $259K | Hold |
2,633
| – | – | 0.01% | 882 |
|
|
2017
Q4 | $259K | Sell |
2,633
-252
| -9% | -$24.8K | 0.01% | 880 |
|
|
2017
Q3 | $270K | Sell |
2,885
-402
| -12% | -$37.6K | 0.01% | 966 |
|
|
2017
Q2 | $365K | Buy |
3,287
+351
| +12% | +$39K | 0.02% | 814 |
|
|
2017
Q1 | $288K | Buy |
2,936
+407
| +16% | +$39.9K | 0.01% | 920 |
|
|
2016
Q4 | $232K | Buy |
2,529
+1,548
| +158% | +$142K | 0.01% | 978 |
|
|
2016
Q3 | $83K | Buy |
981
+10
| +1% | +$846 | ﹤0.01% | 1478 |
|
|
2016
Q2 | $79K | Buy |
971
+693
| +249% | +$56.4K | ﹤0.01% | 1472 |
|
|
2016
Q1 | $25K | Sell |
278
-435
| -61% | -$39.1K | ﹤0.01% | 1247 |
|
|
2015
Q4 | $51K | Buy |
+713
| New | +$51K | ﹤0.01% | 1604 |
|