WOSD
WFA of San Diego’s Quest Diagnostics DGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Buy |
+1,324
| New | +$238K | 0.18% | 84 |
|
|
2023
Q1 | – | Sell |
-1,474
| Closed | -$231K | – | 142 |
|
|
2022
Q4 | $231K | Buy |
+1,474
| New | +$231K | 0.18% | 86 |
|
|
2022
Q3 | – | Sell |
-150
| Closed | -$20K | – | 155 |
|
|
2022
Q2 | $20K | Buy |
+150
| New | +$20K | 0.02% | 220 |
|
|
2022
Q1 | – | Sell |
-1,474
| Closed | -$255K | – | 101 |
|
|
2021
Q4 | $255K | Buy |
+1,474
| New | +$255K | 0.15% | 103 |
|