OneDigital 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 | $787K | Buy |
4,382
+410
| +10% | +$73.7K | 0.01% | 725 |
|
|
2025
Q1 | $672K | Buy |
3,972
+996
| +33% | +$169K | 0.01% | 744 |
|
|
2024
Q4 | $449K | Sell |
2,976
-586
| -16% | -$88.4K | 0.01% | 933 |
|
|
2024
Q3 | $553K | Buy |
3,562
+209
| +6% | +$32.4K | 0.01% | 900 |
|
|
2024
Q2 | $459K | Buy |
+3,353
| New | +$459K | 0.01% | 934 |
|
|
2021
Q4 | – | Sell |
-2,135
| Closed | -$310K | – | 775 |
|
|
2021
Q3 | $310K | Buy |
2,135
+223
| +12% | +$32.4K | 0.01% | 559 |
|
|
2021
Q2 | $252K | Buy |
+1,912
| New | +$252K | 0.01% | 599 |
|
|
2019
Q3 | – | Sell |
-208
| Closed | -$21K | – | 653 |
|
|
2019
Q2 | $21K | Hold |
208
| – | – | ﹤0.01% | 785 |
|
|
2019
Q1 | $19K | Buy |
+208
| New | +$19K | ﹤0.01% | 742 |
|
|
2018
Q3 | – | Sell |
-209
| Closed | -$23K | – | 1070 |
|
|
2018
Q2 | $23K | Buy |
209
+31
| +17% | +$3.41K | ﹤0.01% | 759 |
|
|
2018
Q1 | $18K | Buy |
+178
| New | +$18K | ﹤0.01% | 851 |
|