Summit Trail Advisors’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
Q2
$946K Buy
2025
Q1
$674K Buy
2024
Q4
$276K Sell
2024
Q3
$322K Sell
2024
Q2
$369K Buy
2018
Q4
Sell
2018
Q3
$3.92M Buy
2018
Q2
$62K Sell
2018
Q1
$1.77M Buy
2017
Q4
$1.58M Buy