River 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 | $309K | Hold |
1,719
| – | – | 0.04% | 178 |
|
|
2025
Q1 | $291K | Sell |
1,719
-150
| -8% | -$25.4K | 0.04% | 175 |
|
|
2024
Q4 | $282K | Sell |
1,869
-4
| -0.2% | -$603 | 0.04% | 182 |
|
|
2024
Q3 | $291K | Buy |
1,873
+4
| +0.2% | +$621 | 0.04% | 182 |
|
|
2024
Q2 | $256K | Hold |
1,869
| – | – | 0.04% | 179 |
|
|
2024
Q1 | $249K | Sell |
1,869
-100
| -5% | -$13.3K | 0.04% | 183 |
|
|
2023
Q4 | $271K | Hold |
1,969
| – | – | 0.04% | 180 |
|
|
2023
Q3 | $240K | Sell |
1,969
-430
| -18% | -$52.4K | 0.04% | 184 |
|
|
2023
Q2 | $337K | Hold |
2,399
| – | – | 0.06% | 173 |
|
|
2023
Q1 | $339K | Sell |
2,399
-200
| -8% | -$28.3K | 0.06% | 170 |
|
|
2022
Q4 | $407K | Sell |
2,599
-542
| -17% | -$84.8K | 0.08% | 163 |
|
|
2022
Q3 | $385K | Sell |
3,141
-1,318
| -30% | -$162K | 0.08% | 152 |
|
|
2022
Q2 | $593K | Sell |
4,459
-125
| -3% | -$16.6K | 0.11% | 135 |
|
|
2022
Q1 | $627K | Sell |
4,584
-25
| -0.5% | -$3.42K | 0.1% | 138 |
|
|
2021
Q4 | $797K | Hold |
4,609
| – | – | 0.12% | 129 |
|
|
2021
Q3 | $670K | Hold |
4,609
| – | – | 0.11% | 130 |
|
|
2021
Q2 | $608K | Buy |
4,609
+230
| +5% | +$30.3K | 0.11% | 134 |
|
|
2021
Q1 | $562K | Buy |
4,379
+75
| +2% | +$9.63K | 0.11% | 141 |
|
|
2020
Q4 | $513K | Buy |
4,304
+485
| +13% | +$57.8K | 0.11% | 137 |
|
|
2020
Q3 | $437K | Sell |
3,819
-65
| -2% | -$7.44K | 0.11% | 138 |
|
|
2020
Q2 | $443K | Buy |
3,884
+25
| +0.6% | +$2.85K | 0.13% | 127 |
|
|
2020
Q1 | $310K | Buy |
3,859
+110
| +3% | +$8.84K | 0.12% | 130 |
|
|
2019
Q4 | $400K | Hold |
3,749
| – | – | 0.14% | 128 |
|
|
2019
Q3 | $401K | Buy |
3,749
+63
| +2% | +$6.74K | 0.15% | 122 |
|
|
2019
Q2 | $375K | Sell |
3,686
-177
| -5% | -$18K | 0.15% | 129 |
|
|
2019
Q1 | $347K | Buy |
3,863
+150
| +4% | +$13.5K | 0.15% | 127 |
|
|
2018
Q4 | $309K | Buy |
3,713
+950
| +34% | +$79.1K | 0.14% | 129 |
|
|
2018
Q3 | $298K | Buy |
2,763
+202
| +8% | +$21.8K | 0.11% | 143 |
|
|
2018
Q2 | $282K | Sell |
2,561
-125
| -5% | -$13.8K | 0.11% | 142 |
|
|
2018
Q1 | $269K | Hold |
2,686
| – | – | 0.11% | 147 |
|
|
2017
Q4 | $265K | Buy |
2,686
+88
| +3% | +$8.68K | 0.11% | 145 |
|
|
2017
Q3 | $243K | Sell |
2,598
-75
| -3% | -$7.02K | 0.11% | 145 |
|
|
2017
Q2 | $297K | Sell |
2,673
-99
| -4% | -$11K | 0.14% | 137 |
|
|
2017
Q1 | $272K | Sell |
2,772
-86
| -3% | -$8.44K | 0.13% | 137 |
|
|
2016
Q4 | $263K | Sell |
2,858
-174
| -6% | -$16K | 0.13% | 139 |
|
|
2016
Q3 | $257K | Sell |
3,032
-3,305
| -52% | -$280K | 0.14% | 134 |
|
|
2016
Q2 | $516K | Sell |
6,337
-21
| -0.3% | -$1.71K | 0.3% | 98 |
|
|
2016
Q1 | $454K | Sell |
6,358
-72
| -1% | -$5.14K | 0.27% | 105 |
|
|
2015
Q4 | $457K | Buy |
6,430
+4
| +0.1% | +$284 | 0.29% | 99 |
|
|
2015
Q3 | $395K | Sell |
6,426
-1,441
| -18% | -$88.6K | 0.27% | 106 |
|
|
2015
Q2 | $571K | Sell |
7,867
-32
| -0.4% | -$2.32K | 0.36% | 92 |
|
|
2015
Q1 | $607K | Buy |
+7,899
| New | +$607K | 0.38% | 90 |
|