CWM
Compass Wealth Management’s Quest Diagnostics DGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-295
| Closed | -$49.9K | – | 211 |
|
|
2025
Q1 | $49.9K | Hold |
295
| – | – | 0.01% | 246 |
|
|
2024
Q4 | $44.5K | Hold |
295
| – | – | 0.01% | 259 |
|
|
2024
Q3 | $45.8K | Hold |
295
| – | – | 0.01% | 259 |
|
|
2024
Q2 | $40.4K | Hold |
295
| – | – | 0.01% | 272 |
|
|
2024
Q1 | $39.3K | Hold |
295
| – | – | 0.01% | 271 |
|
|
2023
Q4 | $40.7K | Sell |
295
-135
| -31% | -$18.6K | 0.01% | 259 |
|
|
2023
Q3 | $52.4K | Hold |
430
| – | – | 0.02% | 231 |
|
|
2023
Q2 | $60.4K | Hold |
430
| – | – | 0.02% | 227 |
|
|
2023
Q1 | $60.8K | Hold |
430
| – | – | 0.02% | 223 |
|
|
2022
Q4 | $67.3K | Buy |
+430
| New | +$67.3K | 0.02% | 207 |
|