Axxcess Wealth Management’s Quest Diagnostics DGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $756K | Sell |
4,208
-71
| -2% | -$12.8K | 0.02% | 495 |
|
|
2025
Q1 | $724K | Sell |
4,279
-1,539
| -26% | -$260K | 0.02% | 467 |
|
|
2024
Q4 | $878K | Sell |
5,818
-1,680
| -22% | -$253K | 0.02% | 426 |
|
|
2024
Q3 | $1.16M | Sell |
7,498
-1,027
| -12% | -$159K | 0.03% | 361 |
|
|
2024
Q2 | $1.17M | Sell |
8,525
-996
| -10% | -$136K | 0.03% | 342 |
|
|
2024
Q1 | $1.27M | Buy |
9,521
+2,405
| +34% | +$320K | 0.03% | 327 |
|
|
2023
Q4 | $981K | Buy |
7,116
+5,448
| +327% | +$751K | 0.03% | 354 |
|
|
2023
Q3 | $203K | Buy |
1,668
+126
| +8% | +$15.4K | 0.01% | 731 |
|
|
2023
Q2 | $217K | Buy |
+1,542
| New | +$217K | 0.02% | 531 |
|