Lido 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 | $559K | Sell |
3,112
-401
| -11% | -$72K | ﹤0.01% | 963 |
|
|
2025
Q1 | $595K | Sell |
3,513
-89
| -2% | -$15.1K | ﹤0.01% | 898 |
|
|
2024
Q4 | $543K | Buy |
3,602
+20
| +0.6% | +$3.02K | ﹤0.01% | 905 |
|
|
2024
Q3 | $556K | Buy |
3,582
+250
| +8% | +$38.8K | ﹤0.01% | 831 |
|
|
2024
Q2 | $456K | Sell |
3,332
-798
| -19% | -$109K | ﹤0.01% | 862 |
|
|
2024
Q1 | $550K | Sell |
4,130
-996
| -19% | -$133K | ﹤0.01% | 793 |
|
|
2023
Q4 | $707K | Buy |
5,126
+430
| +9% | +$59.3K | ﹤0.01% | 667 |
|
|
2023
Q3 | $572K | Buy |
+4,696
| New | +$572K | ﹤0.01% | 640 |
|
|
2023
Q1 | – | Sell |
-2,258
| Closed | -$353K | – | 997 |
|
|
2022
Q4 | $353K | Buy |
2,258
+166
| +8% | +$26K | ﹤0.01% | 670 |
|
|
2022
Q3 | $256K | Buy |
2,092
+4
| +0.2% | +$489 | ﹤0.01% | 717 |
|
|
2022
Q2 | $277K | Buy |
2,088
+13
| +0.6% | +$1.73K | ﹤0.01% | 678 |
|
|
2022
Q1 | $283K | Buy |
2,075
+264
| +15% | +$36K | ﹤0.01% | 739 |
|
|
2021
Q4 | $313K | Sell |
1,811
-19
| -1% | -$3.28K | ﹤0.01% | 694 |
|
|
2021
Q3 | $265K | Sell |
1,830
-1,099
| -38% | -$159K | ﹤0.01% | 688 |
|
|
2021
Q2 | $387K | Buy |
2,929
+284
| +11% | +$37.5K | 0.01% | 528 |
|
|
2021
Q1 | $340K | Sell |
2,645
-223
| -8% | -$28.7K | 0.01% | 539 |
|
|
2020
Q4 | $341K | Sell |
2,868
-13
| -0.5% | -$1.55K | 0.01% | 510 |
|
|
2020
Q3 | $330K | Buy |
+2,881
| New | +$330K | 0.01% | 405 |
|