Laird Norton Wetherby Wealth Management’s Quest Diagnostics DGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $330K | Buy |
+1,838
| New | +$330K | 0.01% | 688 |
|
|
2024
Q4 | $305K | Sell |
2,021
-50
| -2% | -$7.54K | 0.01% | 695 |
|
|
2024
Q3 | $322K | Sell |
2,071
-19
| -0.9% | -$2.95K | 0.01% | 704 |
|
|
2024
Q2 | $286K | Buy |
2,090
+278
| +15% | +$38.1K | 0.01% | 725 |
|
|
2024
Q1 | $241K | Buy |
1,812
+34
| +2% | +$4.53K | 0.01% | 807 |
|
|
2023
Q4 | $245K | Sell |
1,778
-123
| -6% | -$17K | 0.01% | 790 |
|
|
2023
Q3 | $232K | Sell |
1,901
-124
| -6% | -$15.1K | 0.01% | 768 |
|
|
2023
Q2 | $285K | Sell |
2,025
-158
| -7% | -$22.2K | 0.02% | 735 |
|
|
2023
Q1 | $309K | Buy |
2,183
+66
| +3% | +$9.34K | 0.02% | 691 |
|
|
2022
Q4 | $331K | Buy |
2,117
+9
| +0.4% | +$1.41K | 0.02% | 647 |
|
|
2022
Q3 | $259K | Sell |
2,108
-217
| -9% | -$26.7K | 0.02% | 703 |
|
|
2022
Q2 | $309K | Sell |
2,325
-922
| -28% | -$123K | 0.02% | 668 |
|
|
2022
Q1 | $444K | Sell |
3,247
-230
| -7% | -$31.5K | 0.03% | 559 |
|
|
2021
Q4 | $602K | Sell |
3,477
-27
| -0.8% | -$4.68K | 0.03% | 455 |
|
|
2021
Q3 | $509K | Sell |
3,504
-67
| -2% | -$9.73K | 0.03% | 497 |
|
|
2021
Q2 | $471K | Buy |
3,571
+150
| +4% | +$19.8K | 0.03% | 527 |
|
|
2021
Q1 | $439K | Sell |
3,421
-773
| -18% | -$99.2K | 0.03% | 477 |
|
|
2020
Q4 | $500K | Buy |
4,194
+623
| +17% | +$74.3K | 0.03% | 457 |
|
|
2020
Q3 | $408K | Sell |
3,571
-250
| -7% | -$28.6K | 0.04% | 426 |
|
|
2020
Q2 | $436K | Sell |
3,821
-361
| -9% | -$41.2K | 0.04% | 391 |
|
|
2020
Q1 | $336K | Buy |
4,182
+1,197
| +40% | +$96.2K | 0.04% | 417 |
|
|
2019
Q4 | $319K | Buy |
2,985
+144
| +5% | +$15.4K | 0.03% | 525 |
|
|
2019
Q3 | $304K | Buy |
2,841
+158
| +6% | +$16.9K | 0.03% | 541 |
|
|
2019
Q2 | $273K | Buy |
2,683
+378
| +16% | +$38.5K | 0.03% | 567 |
|
|
2019
Q1 | $207K | Buy |
+2,305
| New | +$207K | 0.03% | 612 |
|
|
2018
Q4 | – | Sell |
-2,093
| Closed | -$226K | – | 653 |
|
|
2018
Q3 | $226K | Sell |
2,093
-45
| -2% | -$4.86K | 0.03% | 583 |
|
|
2018
Q2 | $235K | Buy |
+2,138
| New | +$235K | 0.03% | 548 |
|