Abound Wealth Management’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
$17.5K Hold
97
﹤0.01% 353
2025
Q1
$16.5K Sell
97
-14
-13% -$2.38K 0.01% 328
2024
Q4
$16.8K Hold
111
0.01% 308
2024
Q3
$17.3K Hold
111
0.01% 320
2024
Q2
$15.2K Hold
111
0.01% 302
2024
Q1
$14.8K Buy
111
+1
+0.9% +$134 0.01% 306
2023
Q4
$15.2K Buy
110
+12
+12% +$1.66K 0.01% 315
2023
Q3
$12K Sell
98
-2
-2% -$245 0.01% 303
2023
Q2
$14.1K Buy
100
+77
+335% +$10.9K 0.01% 277
2023
Q1
$3.26K Buy
23
+9
+64% +$1.28K ﹤0.01% 507
2022
Q4
$2.2K Hold
14
﹤0.01% 529
2022
Q3
$1.72K Buy
+14
New +$1.72K ﹤0.01% 508