Brandywine Oak Private Wealth’s Quest Diagnostics DGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,653
| Closed | -$202K | – | 257 |
|
|
2022
Q3 | $202K | Sell |
1,653
-47
| -3% | -$5.74K | 0.03% | 289 |
|
|
2022
Q2 | $226K | Sell |
1,700
-82
| -5% | -$10.9K | 0.03% | 290 |
|
|
2022
Q1 | $243K | Buy |
1,782
+236
| +15% | +$32.2K | 0.03% | 309 |
|
|
2021
Q4 | $293K | Sell |
1,546
-446
| -22% | -$84.5K | 0.03% | 252 |
|
|
2021
Q3 | $287K | Hold |
1,992
| – | – | 0.03% | 263 |
|
|
2021
Q2 | $262K | Buy |
+1,992
| New | +$262K | 0.03% | 267 |
|
|
2021
Q1 | – | Sell |
-1,721
| Closed | -$205K | – | 277 |
|
|
2020
Q4 | $205K | Buy |
+1,721
| New | +$205K | 0.03% | 261 |
|