One 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Buy |
+1,200
| New | +$216K | 0.03% | 270 |
|
|
2023
Q1 | – | Sell |
-1,597
| Closed | -$250K | – | 301 |
|
|
2022
Q4 | $250K | Sell |
1,597
-833
| -34% | -$130K | 0.06% | 162 |
|
|
2022
Q3 | $298K | Buy |
2,430
+486
| +25% | +$59.6K | 0.1% | 117 |
|
|
2022
Q2 | $259K | Buy |
1,944
+61
| +3% | +$8.13K | 0.07% | 152 |
|
|
2022
Q1 | $258K | Buy |
1,883
+304
| +19% | +$41.7K | 0.06% | 171 |
|
|
2021
Q4 | $273K | Buy |
+1,579
| New | +$273K | 0.07% | 147 |
|
|
2019
Q2 | – | Sell |
-50
| Closed | -$4K | – | 207 |
|
|
2019
Q1 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 381 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 579 |
|
|
2018
Q2 | – | Sell |
-2,155
| Closed | -$216K | – | 563 |
|
|
2018
Q1 | $216K | Buy |
2,155
+104
| +5% | +$10.4K | 0.19% | 106 |
|
|
2017
Q4 | $202K | Buy |
+2,051
| New | +$202K | 0.16% | 107 |
|