United Capital Financial 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
Q3 | $594K | Sell |
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|
2025
Q2 | $584K | Sell |
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|
2025
Q1 | $552K | Buy |
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|
2024
Q4 | $474K | Buy |
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|
2024
Q3 | $487K | Buy |
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|
2024
Q2 | $414K | Buy |
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|
2024
Q1 | $369K | Sell |
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|
2023
Q4 | $451K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $473K | Buy |
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|
2022
Q3 | $291K | Sell |
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|
2022
Q2 | $332K | Buy |
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|
2022
Q1 | $324K | Sell |
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|
2021
Q4 | $434K | Sell |
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|
2021
Q3 | $371K | Sell |
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|
2021
Q2 | $357K | Sell |
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|
2021
Q1 | $1.25M | Buy |
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|
2020
Q4 | $1.16M | Sell |
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|
2020
Q3 | $1.11M | Buy |
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|
2020
Q2 | $1.11M | Sell |
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|
2020
Q1 | $785K | Sell |
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|
2019
Q4 | $1.71M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $2.19M | Buy |
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|
2019
Q1 | $1.93M | Buy |
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|
2018
Q4 | $246K | Sell |
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|
2018
Q3 | $331K | Sell |
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|
2018
Q2 | $406K | Sell |
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|
2018
Q1 | $375K | Buy |
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|
2017
Q4 | $356K | Buy |
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|
2017
Q3 | $323K | Sell |
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|
2017
Q2 | $498K | Sell |
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|
2017
Q1 | $474K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $442K | Buy |
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|
2014
Q4 | $402K | Buy |
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|
2014
Q3 | $340K | Buy |
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