Moss Adams Wealth Advisors’s Quest Diagnostics DGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,855
| Closed | -$665K | – | 209 |
|
|
2024
Q2 | $665K | Buy |
4,855
+127
| +3% | +$17.4K | 0.09% | 65 |
|
|
2024
Q1 | $629K | Sell |
4,728
-33
| -0.7% | -$4.39K | 0.1% | 63 |
|
|
2023
Q4 | $656K | Buy |
4,761
+45
| +1% | +$6.21K | 0.14% | 46 |
|
|
2023
Q3 | $575K | Sell |
4,716
-270
| -5% | -$32.9K | 0.2% | 39 |
|
|
2023
Q2 | $701K | Buy |
4,986
+39
| +0.8% | +$5.48K | 0.23% | 36 |
|
|
2023
Q1 | $700K | Sell |
4,947
-13
| -0.3% | -$1.84K | 0.24% | 35 |
|
|
2022
Q4 | $776K | Buy |
+4,960
| New | +$776K | 0.39% | 41 |
|