Bogart Wealth LLC’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
$1.69K Buy
9
+3
+50% +$562 ﹤0.01% 1134
2025
Q1
$1.07K Hold
6
﹤0.01% 1164
2024
Q4
$953 Hold
6
﹤0.01% 1199
2024
Q3
$976 Hold
6
﹤0.01% 1025
2024
Q2
$856 Sell
6
-25
-81% -$3.57K ﹤0.01% 1013
2024
Q1
$4.16K Sell
31
-44
-59% -$5.9K ﹤0.01% 805
2023
Q4
$10.3K Hold
75
﹤0.01% 614
2023
Q3
$9.14K Sell
75
-12
-14% -$1.46K ﹤0.01% 608
2023
Q2
$12.2K Sell
87
-13
-13% -$1.83K ﹤0.01% 550
2023
Q1
$14.1K Hold
100
﹤0.01% 531
2022
Q4
$15.7K Hold
100
﹤0.01% 471
2022
Q3
$12K Hold
100
﹤0.01% 508
2022
Q2
$13K Hold
100
﹤0.01% 491
2022
Q1
$14K Hold
100
﹤0.01% 436
2021
Q4
$17K Hold
100
﹤0.01% 390
2021
Q3
$15K Hold
100
﹤0.01% 394
2021
Q2
$13K Hold
100
﹤0.01% 403
2021
Q1
$13K Hold
100
﹤0.01% 376
2020
Q4
$11K Hold
100
﹤0.01% 305
2020
Q3
$11K Hold
100
﹤0.01% 291
2020
Q2
$11K Hold
100
﹤0.01% 277
2020
Q1
$8K Buy
+100
New +$8K ﹤0.01% 287