Weatherly Asset Management’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
$2.41M Sell
2025
Q2
$2.83M Sell
2025
Q1
$2.67M Sell
2024
Q4
$2.43M Sell
2024
Q3
$2.95M Sell
2024
Q2
$2.88M Sell
2024
Q1
$2.98M Sell
2023
Q4
$3.63M Sell
2023
Q3
$3.53M Sell
2023
Q2
$4.65M Sell
2023
Q1
$5.18M Sell
2022
Q4
$5.86M Sell
2022
Q3
$4.82M Sell
2022
Q2
$5.24M Sell
2022
Q1
$5.52M Buy
2021
Q4
$6.67M Buy
2021
Q3
$4.95M Buy
2021
Q2
$2.61M Buy
2021
Q1
$337K Buy