
Wealth Enhancement Advisory Services’s Quest Diagnostics DGX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.4M | Sell |
13,579
-17,246
| -56% | -$3.05M | ﹤0.01% | 1260 |
|
2025
Q1 | $5.22M | Buy |
30,825
+3,210
| +12% | +$543K | 0.01% | 820 |
|
2024
Q4 | $4.17M | Buy |
27,615
+16,958
| +159% | +$2.56M | 0.01% | 866 |
|
2024
Q3 | $1.65M | Buy |
10,657
+1,346
| +14% | +$209K | ﹤0.01% | 1146 |
|
2024
Q2 | $1.27M | Sell |
9,311
-246
| -3% | -$33.7K | ﹤0.01% | 1166 |
|
2024
Q1 | $1.27M | Sell |
9,557
-8,267
| -46% | -$1.1M | ﹤0.01% | 1128 |
|
2023
Q4 | $2.46M | Buy |
17,824
+8,820
| +98% | +$1.22M | 0.01% | 839 |
|
2023
Q3 | $1.1M | Buy |
+9,004
| New | +$1.1M | ﹤0.01% | 1056 |
|
2023
Q1 | – | Sell |
-3,526
| Closed | -$514K | – | 530 |
|
2022
Q4 | $514K | Buy |
+3,526
| New | +$514K | 0.01% | 272 |
|