Loring Wolcott & Coolidge Fiduciary Advisors’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 | $8.62K | Hold |
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|
2025
Q1 | $8.33K | Hold |
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|
2024
Q4 | $7.68K | Hold |
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|
2024
Q3 | $7.58K | Sell |
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|
2024
Q2 | $22.7K | Sell |
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|
2024
Q1 | $43.6K | Buy |
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|
2023
Q4 | $37K | Hold |
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|
2023
Q3 | $37.8K | Hold |
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|
2023
Q2 | $40.5K | Buy |
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|
2023
Q1 | $34K | Hold |
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|
2022
Q4 | $37.5K | Hold |
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|
2022
Q3 | $29K | Hold |
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|
2022
Q2 | $32K | Hold |
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|
2022
Q1 | $33K | Hold |
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|
2021
Q4 | $42K | Hold |
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|
2021
Q3 | $35K | Sell |
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|
2021
Q2 | $34K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $31K | Sell |
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|
2020
Q3 | $199K | Hold |
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|
2020
Q2 | $198K | Sell |
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|
2020
Q1 | $149K | Sell |
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|
2019
Q4 | $203K | Hold |
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|
2019
Q3 | $203K | Hold |
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|
2019
Q2 | $193K | Buy |
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|
2019
Q1 | $135K | Hold |
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|
2018
Q4 | $125K | Hold |
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|
2018
Q3 | $162K | Hold |
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|
2018
Q2 | $165K | Hold |
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|
2018
Q1 | $150K | Hold |
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|
2017
Q4 | $148K | Hold |
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|
2017
Q3 | $140K | Hold |
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|
2017
Q2 | $162K | Hold |
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|
2017
Q1 | $147K | Hold |
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|
2016
Q4 | $138K | Hold |
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|
2016
Q3 | $127K | Hold |
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|
2016
Q2 | $122K | Hold |
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|
2016
Q1 | $107K | Hold |
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|
2015
Q4 | $107K | Hold |
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|
2015
Q3 | $109K | Hold |
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|
2015
Q2 | $109K | Hold |
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|
2015
Q1 | $115K | Hold |
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|
2014
Q4 | $101K | Hold |
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|
2014
Q3 | $91K | Sell |
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|
2014
Q2 | $119K | Hold |
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|
2014
Q1 | $118K | Hold |
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|
2013
Q4 | $109K | Hold |
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|
2013
Q3 | $126K | Hold |
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|
2013
Q2 | $123K | Buy |
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