Laird Norton Wetherby 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
Q3 | $376K | Buy |
1,971
+133
| +7% | +$23.6K | 0.02% | 674 |
|
|
2025
Q2 | $330K | Buy |
+1,838
| New | +$319K | 0.01% | 689 |
|
|
2024
Q4 | $305K | Sell |
2,021
-50
| -2% | -$7.78K | 0.01% | 695 |
|
|
2024
Q3 | $322K | Sell |
2,071
-19
| -0.9% | -$2.84K | 0.01% | 704 |
|
|
2024
Q2 | $286K | Buy |
2,090
+278
| +15% | +$38.1K | 0.01% | 729 |
|
|
2024
Q1 | $241K | Buy |
1,812
+34
| +2% | +$4.41K | 0.01% | 811 |
|
|
2023
Q4 | $245K | Sell |
1,778
-123
| -6% | -$16.2K | 0.01% | 793 |
|
|
2023
Q3 | $232K | Sell |
1,901
-124
| -6% | -$16.5K | 0.01% | 770 |
|
|
2023
Q2 | $285K | Sell |
2,025
-158
| -7% | -$21.8K | 0.02% | 738 |
|
|
2023
Q1 | $309K | Buy |
2,183
+66
| +3% | +$9.44K | 0.02% | 692 |
|
|
2022
Q4 | $331K | Buy |
2,117
+9
| +0.4% | +$1.29K | 0.02% | 649 |
|
|
2022
Q3 | $259K | Sell |
2,108
-217
| -9% | -$28.6K | 0.02% | 705 |
|
|
2022
Q2 | $309K | Sell |
2,325
-922
| -28% | -$126K | 0.02% | 669 |
|
|
2022
Q1 | $444K | Sell |
3,247
-230
| -7% | -$32.1K | 0.03% | 560 |
|
|
2021
Q4 | $602K | Sell |
3,477
-27
| -0.8% | -$4.11K | 0.03% | 459 |
|
|
2021
Q3 | $509K | Sell |
3,504
-67
| -2% | -$9.8K | 0.03% | 503 |
|
|
2021
Q2 | $471K | Buy |
3,571
+150
| +4% | +$19.6K | 0.03% | 533 |
|
|
2021
Q1 | $439K | Sell |
3,421
-773
| -18% | -$95.3K | 0.03% | 477 |
|
|
2020
Q4 | $500K | Buy |
4,194
+623
| +17% | +$75.9K | 0.03% | 461 |
|
|
2020
Q3 | $408K | Sell |
3,571
-250
| -7% | -$29.5K | 0.04% | 427 |
|
|
2020
Q2 | $436K | Sell |
3,821
-361
| -9% | -$38.3K | 0.04% | 391 |
|
|
2020
Q1 | $336K | Buy |
4,182
+1,197
| +40% | +$124K | 0.04% | 418 |
|
|
2019
Q4 | $319K | Buy |
2,985
+144
| +5% | +$15K | 0.03% | 526 |
|
|
2019
Q3 | $304K | Buy |
2,841
+158
| +6% | +$16.2K | 0.03% | 542 |
|
|
2019
Q2 | $273K | Buy |
2,683
+378
| +16% | +$36.3K | 0.03% | 568 |
|
|
2019
Q1 | $207K | Buy |
+2,305
| New | +$200K | 0.03% | 614 |
|
|
2018
Q4 | – | Sell |
-2,093
| Closed | -$226K | – | 653 |
|
|
2018
Q3 | $226K | Sell |
2,093
-45
| -2% | -$4.94K | 0.03% | 583 |
|
|
2018
Q2 | $235K | Buy |
+2,138
| New | +$223K | 0.03% | 548 |
|
Other funds holding DGX
