Bleakley 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
2025
Q1
Sell
-2,078
Closed -$313K 623
2024
Q4
$313K Buy
2,078
+94
+5% +$14.2K 0.01% 784
2024
Q3
$308K Buy
1,984
+46
+2% +$7.14K 0.01% 762
2024
Q2
$265K Buy
1,938
+98
+5% +$13.4K 0.01% 794
2024
Q1
$245K Sell
1,840
-251
-12% -$33.4K 0.01% 822
2023
Q4
$288K Buy
2,091
+244
+13% +$33.6K 0.01% 749
2023
Q3
$225K Sell
1,847
-118
-6% -$14.4K 0.01% 769
2023
Q2
$276K Buy
1,965
+30
+2% +$4.22K 0.01% 747
2023
Q1
$274K Sell
1,935
-206
-10% -$29.1K 0.01% 734
2022
Q4
$335K Buy
+2,141
New +$335K 0.01% 668