J.W. Cole 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
$331K Buy
1,841
+115
+7% +$20.7K 0.01% 1091
2025
Q1
$292K Buy
+1,726
New +$292K 0.01% 972
2022
Q1
Sell
-1,210
Closed -$209K 820
2021
Q4
$209K Buy
+1,210
New +$209K 0.01% 768