JFS Wealth 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 | $14.6K | Buy |
81
+4
| +5% | +$719 | ﹤0.01% | 739 |
|
|
2025
Q1 | $13K | Buy |
77
+5
| +7% | +$846 | ﹤0.01% | 789 |
|
|
2024
Q4 | $10.9K | Buy |
72
+7
| +11% | +$1.06K | ﹤0.01% | 825 |
|
|
2024
Q3 | $10.1K | Buy |
65
+2
| +3% | +$311 | ﹤0.01% | 850 |
|
|
2024
Q2 | $8.62K | Sell |
63
-1
| -2% | -$137 | ﹤0.01% | 842 |
|
|
2024
Q1 | $8.52K | Sell |
64
-15
| -19% | -$2K | ﹤0.01% | 875 |
|
|
2023
Q4 | $10.9K | Buy |
79
+26
| +49% | +$3.59K | ﹤0.01% | 749 |
|
|
2023
Q3 | $6.46K | Sell |
53
-8
| -13% | -$975 | ﹤0.01% | 888 |
|
|
2023
Q2 | $8.58K | Sell |
61
-30
| -33% | -$4.22K | ﹤0.01% | 773 |
|
|
2023
Q1 | $12.9K | Buy |
91
+13
| +17% | +$1.84K | ﹤0.01% | 632 |
|
|
2022
Q4 | $12.2K | Buy |
78
+10
| +15% | +$1.56K | ﹤0.01% | 642 |
|
|
2022
Q3 | $8K | Sell |
68
-38
| -36% | -$4.47K | ﹤0.01% | 800 |
|
|
2022
Q2 | $14K | Buy |
106
+65
| +159% | +$8.59K | ﹤0.01% | 663 |
|
|
2022
Q1 | $6K | Buy |
41
+15
| +58% | +$2.2K | ﹤0.01% | 961 |
|
|
2021
Q4 | $4K | Buy |
+26
| New | +$4K | ﹤0.01% | 846 |
|
|
2016
Q4 | – | Sell |
-2,618
| Closed | -$221K | – | 452 |
|
|
2016
Q3 | $221K | Sell |
2,618
-216
| -8% | -$18.2K | 0.06% | 121 |
|
|
2016
Q2 | $231K | Sell |
2,834
-69
| -2% | -$5.62K | 0.06% | 140 |
|
|
2016
Q1 | $208K | Sell |
2,903
-65
| -2% | -$4.66K | 0.06% | 128 |
|
|
2015
Q4 | $212K | Hold |
2,968
| – | – | 0.06% | 129 |
|
|
2015
Q3 | $183K | Buy |
2,968
+1
| +0% | +$62 | 0.08% | 110 |
|
|
2015
Q2 | $215K | Buy |
2,967
+1
| +0% | +$72 | 0.11% | 87 |
|
|
2015
Q1 | $228K | Buy |
2,966
+49
| +2% | +$3.77K | 0.11% | 81 |
|
|
2014
Q4 | $195K | Sell |
2,917
-246
| -8% | -$16.4K | 0.03% | 89 |
|
|
2014
Q3 | $192K | Sell |
3,163
-650
| -17% | -$39.5K | 0.03% | 81 |
|
|
2014
Q2 | $223K | Sell |
3,813
-1,409
| -27% | -$82.4K | 0.04% | 80 |
|
|
2014
Q1 | $302K | Buy |
+5,222
| New | +$302K | 0.17% | 83 |
|