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 |
|