Nicolet Advisory Services’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
$486K Buy
2,844
+73
+3% +$12.5K 0.04% 221
2025
Q1
$454K Buy
2,771
+50
+2% +$8.19K 0.05% 205
2024
Q4
$413K Buy
2,721
+267
+11% +$40.5K 0.04% 237
2024
Q3
$373K Buy
2,454
+3
+0.1% +$456 0.04% 251
2024
Q2
$344K Buy
2,451
+400
+20% +$56.2K 0.03% 254
2024
Q1
$272K Buy
2,051
+128
+7% +$17K 0.03% 284
2023
Q4
$273K Buy
+1,923
New +$273K 0.03% 259