Steward Partners Investment Advisory’s Quest Diagnostics DGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $698K | Buy |
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|
2025
Q2 | $608K | Buy |
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|
2025
Q1 | $568K | Sell |
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|
2024
Q4 | $531K | Sell |
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|
2024
Q3 | $553K | Buy |
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|
2024
Q2 | $466K | Sell |
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|
2024
Q1 | $467K | Buy |
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|
2023
Q4 | $431K | Buy |
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|
2023
Q3 | $379K | Sell |
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|
2023
Q2 | $465K | Buy |
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|
2023
Q1 | $429K | Sell |
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|
2022
Q4 | $486K | Buy |
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|
2022
Q3 | $355K | Buy |
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|
2022
Q2 | $383K | Sell |
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|
2022
Q1 | $400K | Sell |
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|
2021
Q4 | $926K | Buy |
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|
2021
Q3 | $776K | Buy |
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|
2021
Q2 | $391K | Sell |
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|
2021
Q1 | $595K | Buy |
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|
2020
Q4 | $362K | Sell |
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|
2020
Q3 | $369K | Buy |
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|
2020
Q2 | $347K | Buy |
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|
2020
Q1 | $227K | Buy |
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|
2019
Q4 | $255K | Buy |
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|
2019
Q3 | $153K | Sell |
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|
2019
Q2 | $155K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $309K | Sell |
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|
2018
Q3 | $419K | Buy |
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|
2018
Q2 | $335K | Buy |
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|
2018
Q1 | $287K | Sell |
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|
2017
Q4 | $469K | Sell |
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|
2017
Q3 | $446K | Buy |
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|
2017
Q2 | $529K | Sell |
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|
2017
Q1 | $471K | Buy |
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|
2016
Q4 | $403K | Buy |
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