United Capital Financial Advisors’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 | $584K | Sell |
3,251
-13
| -0.4% | -$2.34K | ﹤0.01% | 732 |
|
|
2025
Q1 | $552K | Buy |
3,264
+124
| +4% | +$21K | ﹤0.01% | 713 |
|
|
2024
Q4 | $474K | Buy |
3,140
+6
| +0.2% | +$905 | ﹤0.01% | 740 |
|
|
2024
Q3 | $487K | Buy |
3,134
+108
| +4% | +$16.8K | ﹤0.01% | 733 |
|
|
2024
Q2 | $414K | Buy |
3,026
+256
| +9% | +$35K | ﹤0.01% | 750 |
|
|
2024
Q1 | $369K | Sell |
2,770
-499
| -15% | -$66.4K | ﹤0.01% | 810 |
|
|
2023
Q4 | $451K | Buy |
+3,269
| New | +$451K | ﹤0.01% | 747 |
|
|
2023
Q1 | – | Sell |
-3,023
| Closed | -$473K | – | 983 |
|
|
2022
Q4 | $473K | Buy |
3,023
+650
| +27% | +$102K | ﹤0.01% | 770 |
|
|
2022
Q3 | $291K | Sell |
2,373
-123
| -5% | -$15.1K | ﹤0.01% | 916 |
|
|
2022
Q2 | $332K | Buy |
2,496
+127
| +5% | +$16.9K | ﹤0.01% | 910 |
|
|
2022
Q1 | $324K | Sell |
2,369
-139
| -6% | -$19K | ﹤0.01% | 961 |
|
|
2021
Q4 | $434K | Sell |
2,508
-47
| -2% | -$8.13K | ﹤0.01% | 900 |
|
|
2021
Q3 | $371K | Sell |
2,555
-152
| -6% | -$22.1K | ﹤0.01% | 942 |
|
|
2021
Q2 | $357K | Sell |
2,707
-7,051
| -72% | -$930K | ﹤0.01% | 965 |
|
|
2021
Q1 | $1.25M | Buy |
9,758
+36
| +0.4% | +$4.62K | 0.01% | 606 |
|
|
2020
Q4 | $1.16M | Sell |
9,722
-10
| -0.1% | -$1.19K | 0.01% | 636 |
|
|
2020
Q3 | $1.11M | Buy |
9,732
+28
| +0.3% | +$3.21K | 0.01% | 629 |
|
|
2020
Q2 | $1.11M | Sell |
9,704
-70
| -0.7% | -$7.98K | 0.01% | 632 |
|
|
2020
Q1 | $785K | Sell |
9,774
-6,265
| -39% | -$503K | 0.01% | 687 |
|
|
2019
Q4 | $1.71M | Buy |
+16,039
| New | +$1.71M | 0.01% | 629 |
|
|
2019
Q3 | – | Sell |
-21,547
| Closed | -$2.19M | – | 1341 |
|
|
2019
Q2 | $2.19M | Buy |
21,547
+108
| +0.5% | +$11K | 0.01% | 590 |
|
|
2019
Q1 | $1.93M | Buy |
21,439
+18,489
| +627% | +$1.66M | 0.01% | 594 |
|
|
2018
Q4 | $246K | Sell |
2,950
-113
| -4% | -$9.42K | ﹤0.01% | 1134 |
|
|
2018
Q3 | $331K | Sell |
3,063
-628
| -17% | -$67.9K | ﹤0.01% | 1072 |
|
|
2018
Q2 | $406K | Sell |
3,691
-52
| -1% | -$5.72K | ﹤0.01% | 986 |
|
|
2018
Q1 | $375K | Buy |
3,743
+133
| +4% | +$13.3K | ﹤0.01% | 1027 |
|
|
2017
Q4 | $356K | Buy |
3,610
+160
| +5% | +$15.8K | ﹤0.01% | 1057 |
|
|
2017
Q3 | $323K | Sell |
3,450
-1,027
| -23% | -$96.2K | ﹤0.01% | 1089 |
|
|
2017
Q2 | $498K | Sell |
4,477
-349
| -7% | -$38.8K | ﹤0.01% | 922 |
|
|
2017
Q1 | $474K | Buy |
+4,826
| New | +$474K | ﹤0.01% | 921 |
|
|
2015
Q2 | – | Sell |
-6,190
| Closed | -$442K | – | 1263 |
|
|
2015
Q1 | $442K | Buy |
6,190
+189
| +3% | +$13.5K | 0.01% | 939 |
|
|
2014
Q4 | $402K | Buy |
6,001
+390
| +7% | +$26.1K | 0.01% | 891 |
|
|
2014
Q3 | $340K | Buy |
+5,611
| New | +$340K | 0.01% | 902 |
|