Sequoia 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 | $3.96M | Buy |
22,052
+1,022
| +5% | +$184K | 0.03% | 319 |
|
|
2025
Q1 | $3.56M | Buy |
21,030
+1,380
| +7% | +$233K | 0.03% | 323 |
|
|
2024
Q4 | $2.96M | Buy |
19,650
+941
| +5% | +$142K | 0.03% | 327 |
|
|
2024
Q3 | $2.9M | Buy |
18,709
+268
| +1% | +$41.6K | 0.03% | 297 |
|
|
2024
Q2 | $2.52M | Buy |
18,441
+865
| +5% | +$118K | 0.03% | 278 |
|
|
2024
Q1 | $2.34M | Sell |
17,576
-128
| -0.7% | -$17K | 0.03% | 299 |
|
|
2023
Q4 | $2.44M | Buy |
+17,704
| New | +$2.44M | 0.03% | 315 |
|