Capital Wealth Planning’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
$6.61M Sell
36,795
-923
-2% -$166K 0.05% 48
2025
Q1
$6.38M Sell
37,718
-1,020
-3% -$173K 0.06% 38
2024
Q4
$5.84M Buy
38,738
+15,946
+70% +$2.41M 0.05% 34
2024
Q3
$3.54M Sell
22,792
-301
-1% -$46.7K 0.03% 53
2024
Q2
$3.16M Buy
+23,093
New +$3.16M 0.03% 53