IAA
Independent Advisor Alliance’s Quest Diagnostics DGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $750K | Sell |
4,173
-322
| -7% | -$57.8K | 0.02% | 473 |
|
|
2025
Q1 | $761K | Buy |
4,495
+81
| +2% | +$13.7K | 0.03% | 422 |
|
|
2024
Q4 | $666K | Buy |
4,414
+303
| +7% | +$45.7K | 0.01% | 852 |
|
|
2024
Q3 | $638K | Buy |
4,111
+178
| +5% | +$27.6K | 0.02% | 407 |
|
|
2024
Q2 | $538K | Buy |
3,933
+1,088
| +38% | +$149K | 0.02% | 445 |
|
|
2024
Q1 | $379K | Sell |
2,845
-106
| -4% | -$14.1K | 0.01% | 518 |
|
|
2023
Q4 | $407K | Sell |
2,951
-423
| -13% | -$58.3K | 0.01% | 476 |
|
|
2023
Q3 | $411K | Sell |
3,374
-28
| -0.8% | -$3.41K | 0.02% | 454 |
|
|
2023
Q2 | $478K | Buy |
3,402
+167
| +5% | +$23.5K | 0.02% | 438 |
|
|
2023
Q1 | $458K | Buy |
+3,235
| New | +$458K | 0.02% | 438 |
|
|
2022
Q4 | – | Sell |
-3,154
| Closed | -$387K | – | 474 |
|
|
2022
Q3 | $387K | Buy |
3,154
+296
| +10% | +$36.3K | 0.02% | 430 |
|
|
2022
Q2 | $380K | Sell |
2,858
-27
| -0.9% | -$3.59K | 0.02% | 436 |
|
|
2022
Q1 | $395K | Sell |
2,885
-76
| -3% | -$10.4K | 0.02% | 453 |
|
|
2021
Q4 | $512K | Sell |
2,961
-6
| -0.2% | -$1.04K | 0.03% | 393 |
|
|
2021
Q3 | $431K | Sell |
2,967
-26
| -0.9% | -$3.78K | 0.02% | 410 |
|
|
2021
Q2 | $395K | Buy |
2,993
+22
| +0.7% | +$2.9K | 0.02% | 441 |
|
|
2021
Q1 | $381K | Sell |
2,971
-54
| -2% | -$6.93K | 0.02% | 428 |
|
|
2020
Q4 | $361K | Buy |
3,025
+208
| +7% | +$24.8K | 0.02% | 408 |
|
|
2020
Q3 | $323K | Buy |
2,817
+14
| +0.5% | +$1.61K | 0.02% | 374 |
|
|
2020
Q2 | $319K | Sell |
2,803
-61
| -2% | -$6.94K | 0.03% | 352 |
|
|
2020
Q1 | $230K | Buy |
2,864
+501
| +21% | +$40.2K | 0.03% | 329 |
|
|
2019
Q4 | $252K | Buy |
2,363
+68
| +3% | +$7.25K | 0.01% | 739 |
|
|
2019
Q3 | $246K | Sell |
2,295
-45
| -2% | -$4.82K | 0.03% | 375 |
|
|
2019
Q2 | $238K | Sell |
2,340
-25
| -1% | -$2.54K | 0.03% | 343 |
|
|
2019
Q1 | $213K | Buy |
+2,365
| New | +$213K | 0.03% | 393 |
|