Lifeworks 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 | $833K | Sell |
4,635
-226
| -5% | -$40.6K | 0.12% | 143 |
|
|
2025
Q1 | $823K | Buy |
4,861
+460
| +10% | +$77.8K | 0.14% | 141 |
|
|
2024
Q4 | $664K | Buy |
4,401
+796
| +22% | +$120K | 0.12% | 143 |
|
|
2024
Q3 | $560K | Sell |
3,605
-247
| -6% | -$38.4K | 0.11% | 150 |
|
|
2024
Q2 | $527K | Buy |
3,852
+464
| +14% | +$63.5K | 0.15% | 125 |
|
|
2024
Q1 | $451K | Sell |
3,388
-498
| -13% | -$66.3K | 0.13% | 136 |
|
|
2023
Q4 | $536K | Sell |
3,886
-812
| -17% | -$112K | 0.18% | 113 |
|
|
2023
Q3 | $572K | Buy |
4,698
+1,515
| +48% | +$185K | 0.22% | 111 |
|
|
2023
Q2 | $447K | Buy |
3,183
+1,546
| +94% | +$217K | 0.19% | 108 |
|
|
2023
Q1 | $232K | Buy |
1,637
+349
| +27% | +$49.4K | 0.11% | 133 |
|
|
2022
Q4 | $201K | Sell |
1,288
-671
| -34% | -$105K | 0.11% | 110 |
|
|
2022
Q3 | $281K | Buy |
+1,959
| New | +$281K | 0.16% | 105 |
|