Plante Moran Financial 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 | $8.26K | Hold |
46
| – | – | ﹤0.01% | 586 |
|
|
2025
Q1 | $7.78K | Hold |
46
| – | – | ﹤0.01% | 603 |
|
|
2024
Q4 | $6.94K | Hold |
46
| – | – | ﹤0.01% | 642 |
|
|
2024
Q3 | $7.14K | Hold |
46
| – | – | ﹤0.01% | 643 |
|
|
2024
Q2 | $6.3K | Hold |
46
| – | – | ﹤0.01% | 629 |
|
|
2024
Q1 | $6.12K | Hold |
46
| – | – | ﹤0.01% | 671 |
|
|
2023
Q4 | $6.34K | Hold |
46
| – | – | ﹤0.01% | 620 |
|
|
2023
Q3 | $5.61K | Hold |
46
| – | – | ﹤0.01% | 591 |
|
|
2023
Q2 | $6.47K | Hold |
46
| – | – | ﹤0.01% | 610 |
|
|
2023
Q1 | $6.51K | Hold |
46
| – | – | ﹤0.01% | 622 |
|
|
2022
Q4 | $7.2K | Hold |
46
| – | – | ﹤0.01% | 619 |
|
|
2022
Q3 | $6K | Hold |
46
| – | – | ﹤0.01% | 657 |
|
|
2022
Q2 | $6K | Hold |
46
| – | – | ﹤0.01% | 674 |
|
|
2022
Q1 | $6K | Sell |
46
-27
| -37% | -$3.52K | ﹤0.01% | 650 |
|
|
2021
Q4 | $13K | Buy |
+73
| New | +$13K | ﹤0.01% | 632 |
|
|
2020
Q4 | – | Sell |
-67
| Closed | -$8K | – | 911 |
|
|
2020
Q3 | $8K | Buy |
+67
| New | +$8K | ﹤0.01% | 629 |
|
|
2020
Q1 | – | Sell |
-366
| Closed | -$39K | – | 751 |
|
|
2019
Q4 | $39K | Hold |
366
| – | – | 0.01% | 352 |
|
|
2019
Q3 | $39K | Hold |
366
| – | – | 0.01% | 377 |
|
|
2019
Q2 | $37K | Buy |
+366
| New | +$37K | 0.01% | 384 |
|
|
2019
Q1 | – | Sell |
-65
| Closed | -$5K | – | 802 |
|
|
2018
Q4 | $5K | Buy |
+65
| New | +$5K | ﹤0.01% | 590 |
|