Rise 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 | $11.7K | Hold |
65
| – | – | ﹤0.01% | 890 |
|
|
2025
Q1 | $11K | Buy |
+65
| New | +$11K | ﹤0.01% | 904 |
|
|
2023
Q2 | – | Sell |
-41
| Closed | -$5.85K | – | 708 |
|
|
2023
Q1 | $5.85K | Hold |
41
| – | – | ﹤0.01% | 431 |
|
|
2022
Q4 | $6.44K | Hold |
41
| – | – | 0.01% | 412 |
|
|
2022
Q3 | $5K | Hold |
41
| – | – | ﹤0.01% | 430 |
|
|
2022
Q2 | $5K | Hold |
41
| – | – | 0.01% | 433 |
|
|
2022
Q1 | $6K | Buy |
41
+1
| +3% | +$146 | 0.01% | 390 |
|
|
2021
Q4 | $6.98K | Buy |
+40
| New | +$6.98K | 0.01% | 365 |
|