Strategic Wealth Partners’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 | $55.3K | Buy |
+308
| New | +$55.3K | ﹤0.01% | 478 |
|
|
2019
Q4 | – | Sell |
-1,770
| Closed | -$9.81K | – | 214 |
|
|
2019
Q3 | $9.81K | Sell |
1,770
-9,981
| -85% | -$55.3K | 0.05% | 141 |
|
|
2019
Q2 | $1.2M | Sell |
11,751
-1,101
| -9% | -$112K | 0.58% | 52 |
|
|
2019
Q1 | $1.16M | Buy |
12,852
+2,075
| +19% | +$187K | 0.53% | 56 |
|
|
2018
Q4 | $917K | Buy |
10,777
+308
| +3% | +$26.2K | 0.46% | 70 |
|
|
2018
Q3 | $1.13M | Buy |
10,469
+1,143
| +12% | +$123K | 0.6% | 54 |
|
|
2018
Q2 | $1.03M | Buy |
9,326
+919
| +11% | +$101K | 0.59% | 49 |
|
|
2018
Q1 | $843K | Buy |
8,407
+8,347
| +13,912% | +$837K | 0.43% | 82 |
|
|
2017
Q4 | $6K | Buy |
+60
| New | +$6K | ﹤0.01% | 581 |
|