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Loring Wolcott & Coolidge Fiduciary Advisors’s Quest Diagnostics DGX Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio DGX Stock Details DGX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$8.62K Hold
48
– – ﹤0.01% 486
2025
Q1 		$8.33K Hold
48
– – ﹤0.01% 492
2024
Q4 		$7.68K Hold
48
– – ﹤0.01% 497
2024
Q3 		$7.58K Sell
48
-105
-69% -$16.6K ﹤0.01% 507
2024
Q2 		$22.7K Sell
153
-182
-54% -$27K ﹤0.01% 445
2024
Q1 		$43.6K Buy
335
+47
+16% +$6.11K ﹤0.01% 407
2023
Q4 		$37K Hold
288
– – ﹤0.01% 424
2023
Q3 		$37.8K Hold
288
– – ﹤0.01% 441
2023
Q2 		$40.5K Buy
288
+48
+20% +$6.75K ﹤0.01% 448
2023
Q1 		$34K Hold
240
– – ﹤0.01% 441
2022
Q4 		$37.5K Hold
240
– – ﹤0.01% 435
2022
Q3 		$29K Hold
240
– – ﹤0.01% 467
2022
Q2 		$32K Hold
240
– – ﹤0.01% 473
2022
Q1 		$33K Hold
240
– – ﹤0.01% 477
2021
Q4 		$42K Hold
240
– – ﹤0.01% 476
2021
Q3 		$35K Sell
240
-20
-8% -$2.92K ﹤0.01% 486
2021
Q2 		$34K Buy
+260
New +$34K ﹤0.01% 499
2021
Q1 		– Sell
-258
Closed -$31K – 404
2020
Q4 		$31K Sell
258
-1,482
-85% -$178K ﹤0.01% 464
2020
Q3 		$199K Hold
1,740
– – ﹤0.01% 260
2020
Q2 		$198K Sell
1,740
-120
-6% -$13.7K ﹤0.01% 247
2020
Q1 		$149K Sell
1,860
-40
-2% -$3.2K ﹤0.01% 257
2019
Q4 		$203K Hold
1,900
– – ﹤0.01% 271
2019
Q3 		$203K Hold
1,900
– – ﹤0.01% 267
2019
Q2 		$193K Buy
1,900
+400
+27% +$40.6K ﹤0.01% 270
2019
Q1 		$135K Hold
1,500
– – ﹤0.01% 293
2018
Q4 		$125K Hold
1,500
– – ﹤0.01% 296
2018
Q3 		$162K Hold
1,500
– – ﹤0.01% 284
2018
Q2 		$165K Hold
1,500
– – ﹤0.01% 289
2018
Q1 		$150K Hold
1,500
– – ﹤0.01% 307
2017
Q4 		$148K Hold
1,500
– – ﹤0.01% 311
2017
Q3 		$140K Hold
1,500
– – ﹤0.01% 317
2017
Q2 		$162K Hold
1,500
– – ﹤0.01% 291
2017
Q1 		$147K Hold
1,500
– – ﹤0.01% 304
2016
Q4 		$138K Hold
1,500
– – ﹤0.01% 307
2016
Q3 		$127K Hold
1,500
– – ﹤0.01% 312
2016
Q2 		$122K Hold
1,500
– – ﹤0.01% 309
2016
Q1 		$107K Hold
1,500
– – ﹤0.01% 311
2015
Q4 		$107K Hold
1,500
– – ﹤0.01% 336
2015
Q3 		$109K Hold
1,500
– – ﹤0.01% 347
2015
Q2 		$109K Hold
1,500
– – ﹤0.01% 347
2015
Q1 		$115K Hold
1,500
– – ﹤0.01% 353
2014
Q4 		$101K Hold
1,500
– – ﹤0.01% 357
2014
Q3 		$91K Sell
1,500
-535
-26% -$32.5K ﹤0.01% 351
2014
Q2 		$119K Hold
2,035
– – ﹤0.01% 338
2014
Q1 		$118K Hold
2,035
– – ﹤0.01% 318
2013
Q4 		$109K Hold
2,035
– – ﹤0.01% 320
2013
Q3 		$126K Hold
2,035
– – ﹤0.01% 288
2013
Q2 		$123K Buy
+2,035
New +$123K ﹤0.01% 301