JFS Wealth Advisors’s Quest Diagnostics DGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.6K | Buy |
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|
2025
Q1 | $13K | Buy |
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|
2024
Q4 | $10.9K | Buy |
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|
2024
Q3 | $10.1K | Buy |
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|
2024
Q2 | $8.62K | Sell |
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|
2024
Q1 | $8.52K | Sell |
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|
2023
Q4 | $10.9K | Buy |
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|
2023
Q3 | $6.46K | Sell |
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|
2023
Q2 | $8.57K | Sell |
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|
2023
Q1 | $12.9K | Buy |
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|
2022
Q4 | $12.2K | Buy |
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|
2022
Q3 | $8K | Sell |
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|
2022
Q2 | $14K | Buy |
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|
2022
Q1 | $6K | Buy |
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|
2021
Q4 | $4K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $221K | Sell |
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|
2016
Q2 | $231K | Sell |
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|
2016
Q1 | $208K | Sell |
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|
2015
Q4 | $212K | Hold |
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|
2015
Q3 | $183K | Buy |
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|
2015
Q2 | $215K | Buy |
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|
2015
Q1 | $228K | Buy |
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|
2014
Q4 | $195K | Sell |
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|
2014
Q3 | $192K | Sell |
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|
2014
Q2 | $223K | Sell |
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|
2014
Q1 | $302K | Buy |
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