BerganKDV Wealth Management’s Quest Diagnostics DGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $151K | Sell |
1,071
-44
| -4% | -$6.19K | 0.02% | 250 |
|
|
2023
Q1 | $158K | Buy |
1,115
+44
| +4% | +$6.23K | 0.02% | 256 |
|
|
2022
Q4 | $168K | Sell |
1,071
-514
| -32% | -$80.4K | 0.02% | 246 |
|
|
2022
Q3 | $194K | Hold |
1,585
| – | – | 0.02% | 230 |
|
|
2022
Q2 | $211K | Hold |
1,585
| – | – | 0.02% | 239 |
|
|
2022
Q1 | $217K | Buy |
1,585
+1,058
| +201% | +$145K | 0.02% | 238 |
|
|
2021
Q4 | $91K | Buy |
+527
| New | +$91K | 0.01% | 343 |
|