Burney Company’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
$695K Sell
3,869
-1,185
-23% -$213K 0.02% 359
2025
Q1
$855K Hold
5,054
0.03% 327
2024
Q4
$762K Buy
5,054
+506
+11% +$76.3K 0.03% 350
2024
Q3
$706K Buy
4,548
+1
+0% +$155 0.03% 382
2024
Q2
$622K Sell
4,547
-612
-12% -$83.8K 0.02% 387
2024
Q1
$687K Buy
5,159
+56
+1% +$7.45K 0.03% 383
2023
Q4
$704K Sell
5,103
-785
-13% -$108K 0.03% 372
2023
Q3
$718K Buy
5,888
+181
+3% +$22.1K 0.03% 351
2023
Q2
$802K Sell
5,707
-298
-5% -$41.9K 0.04% 339
2023
Q1
$850K Sell
6,005
-1,115
-16% -$158K 0.04% 337
2022
Q4
$1.11M Sell
7,120
-337
-5% -$52.7K 0.06% 284
2022
Q3
$915K Buy
7,457
+1,213
+19% +$149K 0.05% 313
2022
Q2
$830K Sell
6,244
-16
-0.3% -$2.13K 0.04% 332
2022
Q1
$857K Sell
6,260
-5,493
-47% -$752K 0.04% 352
2021
Q4
$2.03M Buy
11,753
+6,488
+123% +$1.12M 0.09% 239
2021
Q3
$765K Buy
5,265
+157
+3% +$22.8K 0.04% 352
2021
Q2
$674K Buy
5,108
+1,359
+36% +$179K 0.03% 386
2021
Q1
$481K Sell
3,749
-258
-6% -$33.1K 0.02% 415
2020
Q4
$478K Sell
4,007
-183
-4% -$21.8K 0.03% 380
2020
Q3
$480K Hold
4,190
0.03% 359
2020
Q2
$477K Buy
4,190
+550
+15% +$62.6K 0.03% 347
2020
Q1
$292K Buy
3,640
+578
+19% +$46.4K 0.02% 357
2019
Q4
$327K Sell
3,062
-50
-2% -$5.34K 0.02% 384
2019
Q3
$333K Hold
3,112
0.02% 362
2019
Q2
$317K Sell
3,112
-36
-1% -$3.67K 0.02% 379
2019
Q1
$283K Buy
+3,148
New +$283K 0.02% 389