Mount Yale Investment 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 | $554K | Buy |
3,084
+1,047
| +51% | +$188K | 0.04% | 319 |
|
|
2025
Q1 | $345K | Buy |
+2,037
| New | +$345K | 0.03% | 401 |
|
|
2020
Q1 | – | Sell |
-4,197
| Closed | -$464K | – | 302 |
|
|
2019
Q4 | $464K | Buy |
4,197
+543
| +15% | +$60K | 0.08% | 214 |
|
|
2019
Q3 | $372K | Sell |
3,654
-821
| -18% | -$83.6K | 0.07% | 239 |
|
|
2019
Q2 | $447K | Buy |
4,475
+117
| +3% | +$11.7K | 0.08% | 208 |
|
|
2019
Q1 | $392K | Buy |
4,358
+459
| +12% | +$41.3K | 0.07% | 222 |
|
|
2018
Q4 | $344K | Buy |
3,899
+213
| +6% | +$18.8K | 0.07% | 238 |
|
|
2018
Q3 | $360K | Sell |
3,686
-230
| -6% | -$22.5K | 0.06% | 229 |
|
|
2018
Q2 | $431K | Sell |
3,916
-78
| -2% | -$8.59K | 0.08% | 196 |
|
|
2018
Q1 | $401K | Buy |
+3,994
| New | +$401K | 0.09% | 213 |
|