Carolinas Wealth Consulting’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 | – | Sell |
-15
| Closed | -$2.54K | – | 228 |
|
|
2025
Q1 | $2.54K | Hold |
15
| – | – | ﹤0.01% | 748 |
|
|
2024
Q4 | $2.26K | Sell |
15
-170
| -92% | -$25.6K | ﹤0.01% | 803 |
|
|
2024
Q3 | $28.7K | Hold |
185
| – | – | 0.01% | 432 |
|
|
2024
Q2 | $25.3K | Hold |
185
| – | – | ﹤0.01% | 451 |
|
|
2024
Q1 | $24.6K | Buy |
185
+167
| +928% | +$22.2K | ﹤0.01% | 458 |
|
|
2023
Q4 | $2.48K | Hold |
18
| – | – | ﹤0.01% | 715 |
|
|
2023
Q3 | $2.34K | Sell |
18
-5
| -22% | -$651 | ﹤0.01% | 724 |
|
|
2023
Q2 | $3.23K | Hold |
23
| – | – | ﹤0.01% | 748 |
|
|
2023
Q1 | $3.25K | Hold |
23
| – | – | ﹤0.01% | 754 |
|
|
2022
Q4 | $3.6K | Hold |
23
| – | – | ﹤0.01% | 731 |
|
|
2022
Q3 | $3K | Buy |
23
+5
| +28% | +$652 | ﹤0.01% | 711 |
|
|
2022
Q2 | $2K | Hold |
18
| – | – | ﹤0.01% | 752 |
|
|
2022
Q1 | $2K | Hold |
18
| – | – | ﹤0.01% | 789 |
|
|
2021
Q4 | $3K | Hold |
18
| – | – | ﹤0.01% | 768 |
|
|
2021
Q3 | $3K | Sell |
18
-262
| -94% | -$43.7K | ﹤0.01% | 734 |
|
|
2021
Q2 | $37K | Hold |
280
| – | – | 0.01% | 400 |
|
|
2021
Q1 | $36K | Sell |
280
-3
| -1% | -$386 | 0.01% | 416 |
|
|
2020
Q4 | $34K | Sell |
283
-7
| -2% | -$841 | 0.01% | 396 |
|
|
2020
Q3 | $33K | Buy |
290
+170
| +142% | +$19.3K | 0.01% | 339 |
|
|
2020
Q2 | $14K | Buy |
+120
| New | +$14K | 0.01% | 312 |
|