Wealthspire Advisors (New York)’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 | $564K | Sell |
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|
2025
Q2 | $562K | Sell |
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|
2025
Q1 | $572K | Sell |
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|
2024
Q4 | $557K | Buy |
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|
2024
Q3 | $536K | Buy |
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|
2024
Q2 | $472K | Sell |
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|
2024
Q1 | $524K | Sell |
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|
2023
Q4 | $562K | Buy |
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|
2023
Q3 | $496K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $293K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $6K | Buy |
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