Spire Wealth Management’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 | $182K | Sell |
1,012
-345
| -25% | -$62K | 0.01% | 788 |
|
|
2025
Q1 | $230K | Buy |
1,357
+218
| +19% | +$36.9K | 0.01% | 789 |
|
|
2024
Q4 | $172K | Buy |
1,139
+84
| +8% | +$12.7K | 0.01% | 865 |
|
|
2024
Q3 | $164K | Buy |
1,055
+70
| +7% | +$10.9K | 0.01% | 781 |
|
|
2024
Q2 | $135K | Sell |
985
-39
| -4% | -$5.34K | ﹤0.01% | 822 |
|
|
2024
Q1 | $136K | Buy |
1,024
+60
| +6% | +$7.98K | ﹤0.01% | 899 |
|
|
2023
Q4 | $128K | Sell |
964
-695
| -42% | -$92.2K | ﹤0.01% | 927 |
|
|
2023
Q3 | $202K | Sell |
1,659
-244
| -13% | -$29.7K | 0.01% | 709 |
|
|
2023
Q2 | $268K | Sell |
1,903
-16
| -0.8% | -$2.25K | 0.01% | 638 |
|
|
2023
Q1 | $272K | Sell |
1,919
-111
| -5% | -$15.7K | 0.01% | 637 |
|
|
2022
Q4 | $318K | Buy |
2,030
+58
| +3% | +$9.09K | 0.02% | 449 |
|
|
2022
Q3 | $242K | Buy |
1,972
+191
| +11% | +$23.4K | 0.01% | 481 |
|
|
2022
Q2 | $237K | Sell |
1,781
-421
| -19% | -$56K | 0.01% | 701 |
|
|
2022
Q1 | $301K | Sell |
2,202
-94
| -4% | -$12.8K | 0.01% | 724 |
|
|
2021
Q4 | $397K | Buy |
2,296
+1,301
| +131% | +$225K | 0.01% | 783 |
|
|
2021
Q3 | $145K | Buy |
995
+469
| +89% | +$68.3K | ﹤0.01% | 1045 |
|
|
2021
Q2 | $69K | Buy |
526
+162
| +45% | +$21.3K | ﹤0.01% | 1347 |
|
|
2021
Q1 | $47K | Buy |
+364
| New | +$47K | ﹤0.01% | 1749 |
|