Wealthspire Advisors (New York)’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 | $562K | Sell |
3,130
-252
| -7% | -$45.3K | ﹤0.01% | 507 |
|
|
2025
Q1 | $572K | Sell |
3,382
-311
| -8% | -$52.6K | ﹤0.01% | 486 |
|
|
2024
Q4 | $557K | Buy |
3,693
+240
| +7% | +$36.2K | 0.01% | 490 |
|
|
2024
Q3 | $536K | Buy |
3,453
+6
| +0.2% | +$932 | 0.01% | 484 |
|
|
2024
Q2 | $472K | Sell |
3,447
-489
| -12% | -$66.9K | 0.01% | 447 |
|
|
2024
Q1 | $524K | Sell |
3,936
-140
| -3% | -$18.6K | 0.01% | 418 |
|
|
2023
Q4 | $562K | Buy |
4,076
+4
| +0.1% | +$552 | 0.01% | 402 |
|
|
2023
Q3 | $496K | Buy |
+4,072
| New | +$496K | 0.01% | 395 |
|
|
2021
Q2 | – | Sell |
-2,284
| Closed | -$293K | – | 449 |
|
|
2021
Q1 | $293K | Buy |
+2,284
| New | +$293K | 0.01% | 559 |
|
|
2019
Q1 | – | Sell |
-68
| Closed | -$6K | – | 233 |
|
|
2018
Q4 | $6K | Buy |
+68
| New | +$6K | ﹤0.01% | 606 |
|