Waverly 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 | $765K | Sell |
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|
2025
Q2 | $730K | Buy |
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|
2025
Q1 | $659K | Sell |
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|
2024
Q4 | $718K | Sell |
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|
2024
Q3 | $746K | Sell |
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|
2024
Q2 | $746K | Buy |
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|
2024
Q1 | $464K | Buy |
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|
2023
Q4 | $270K | Sell |
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|
2023
Q3 | $239K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $5K | Hold |
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|
2014
Q2 | $5K | Buy |
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|
2014
Q1 | $4K | Buy |
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