Wealth Enhancement Advisory Services
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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