MGIA
Moneta Group Investment Advisors’s Quest Diagnostics DGX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $286K | Sell |
1,591
-5
| -0.3% | -$898 | ﹤0.01% | 575 |
|
2025
Q1 | $270K | Sell |
1,596
-200
| -11% | -$33.8K | ﹤0.01% | 549 |
|
2024
Q4 | $271K | Buy |
1,796
+484
| +37% | +$73K | ﹤0.01% | 555 |
|
2024
Q3 | $204K | Sell |
1,312
-281
| -18% | -$43.6K | ﹤0.01% | 612 |
|
2024
Q2 | $218K | Buy |
1,593
+72
| +5% | +$9.86K | ﹤0.01% | 561 |
|
2024
Q1 | $202K | Buy |
+1,521
| New | +$202K | ﹤0.01% | 572 |
|
2018
Q1 | – | Sell |
-3
| Closed | – | – | 625 |
|
2017
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 474 |
|
2015
Q4 | – | Sell |
-198
| Closed | -$12K | – | 208 |
|
2015
Q3 | $12K | Buy |
+198
| New | +$12K | ﹤0.01% | 393 |
|