Berger Financial Group’s Quest Diagnostics DGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-36,036
| Closed | -$5.64M | – | 273 |
|
|
2022
Q4 | $5.64M | Buy |
36,036
+833
| +2% | +$130K | 0.74% | 39 |
|
|
2022
Q3 | $4.32M | Buy |
35,203
+1,049
| +3% | +$129K | 0.63% | 43 |
|
|
2022
Q2 | $4.54M | Buy |
34,154
+314
| +0.9% | +$41.8K | 0.66% | 42 |
|
|
2022
Q1 | $4.63M | Buy |
+33,840
| New | +$4.63M | 0.59% | 47 |
|
|
2021
Q1 | – | Sell |
-35,008
| Closed | -$4.17M | – | 198 |
|
|
2020
Q4 | $4.17M | Buy |
+35,008
| New | +$4.17M | 0.73% | 45 |
|