Sheaff Brock 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
Q1 | – | Sell |
-7,125
| Closed | -$1.07M | – | 457 |
|
|
2024
Q4 | $1.07M | Buy |
+7,125
| New | +$1.07M | 0.09% | 165 |
|
|
2017
Q2 | – | Sell |
-6,666
| Closed | -$655K | – | 615 |
|
|
2017
Q1 | $655K | Sell |
6,666
-4,500
| -40% | -$442K | 0.09% | 235 |
|
|
2016
Q4 | $1.03M | Buy |
11,166
+566
| +5% | +$52K | 0.13% | 150 |
|
|
2016
Q3 | $897K | Buy |
+10,600
| New | +$897K | 0.12% | 170 |
|