Keudell/Morrison Wealth Management’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 | $394K | Sell |
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|
2025
Q1 | $380K | Hold |
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|
2024
Q4 | $339K | Hold |
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|
2024
Q3 | $349K | Sell |
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|
2024
Q2 | $316K | Hold |
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|
2024
Q1 | $308K | Buy |
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|
2023
Q4 | $307K | Buy |
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|
2023
Q3 | $265K | Hold |
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|
2023
Q2 | $306K | Hold |
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|
2023
Q1 | $308K | Sell |
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|
2022
Q4 | $344K | Hold |
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|
2022
Q3 | $270K | Sell |
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|
2022
Q2 | $292K | Hold |
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|
2022
Q1 | $301K | Hold |
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|
2021
Q4 | $380K | Sell |
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|
2021
Q3 | $333K | Hold |
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|
2021
Q2 | $302K | Buy |
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|
2021
Q1 | $293K | Sell |
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|
2020
Q4 | $278K | Sell |
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|
2020
Q3 | $272K | Hold |
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|
2020
Q2 | $271K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $246K | Hold |
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|
2019
Q3 | $247K | Hold |
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|
2019
Q2 | $230K | Buy |
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|
2019
Q1 | $204K | Buy |
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