CreativeOne Wealth’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 | $1.31M | Buy |
7,307
+898
| +14% | +$161K | 0.03% | 459 |
|
|
2025
Q1 | $1.08M | Sell |
6,409
-71
| -1% | -$12K | 0.03% | 457 |
|
|
2024
Q4 | $977K | Buy |
6,480
+1,137
| +21% | +$172K | 0.03% | 478 |
|
|
2024
Q3 | $829K | Buy |
5,343
+2,434
| +84% | +$378K | 0.03% | 490 |
|
|
2024
Q2 | $398K | Sell |
2,909
-2,299
| -44% | -$315K | 0.02% | 535 |
|
|
2024
Q1 | $694K | Buy |
5,208
+2,019
| +63% | +$269K | 0.03% | 472 |
|
|
2023
Q4 | $440K | Sell |
3,189
-4,786
| -60% | -$660K | 0.03% | 399 |
|
|
2023
Q3 | $972K | Sell |
7,975
-6,934
| -47% | -$845K | 0.07% | 242 |
|
|
2023
Q2 | $2.1M | Buy |
14,909
+5,649
| +61% | +$794K | 0.1% | 200 |
|
|
2023
Q1 | $1.31M | Sell |
9,260
-612
| -6% | -$86.6K | 0.06% | 262 |
|
|
2022
Q4 | $1.54M | Sell |
9,872
-982
| -9% | -$154K | 0.09% | 207 |
|
|
2022
Q3 | $1.33M | Buy |
10,854
+7,673
| +241% | +$942K | 0.08% | 212 |
|
|
2022
Q2 | $423K | Sell |
3,181
-145
| -4% | -$19.3K | 0.02% | 454 |
|
|
2022
Q1 | $455K | Buy |
3,326
+257
| +8% | +$35.2K | 0.02% | 456 |
|
|
2021
Q4 | $531K | Buy |
3,069
+216
| +8% | +$37.4K | 0.03% | 439 |
|
|
2021
Q3 | $415K | Buy |
2,853
+549
| +24% | +$79.9K | 0.02% | 454 |
|
|
2021
Q2 | $304K | Buy |
2,304
+699
| +44% | +$92.2K | 0.02% | 530 |
|
|
2021
Q1 | $206K | Sell |
1,605
-407
| -20% | -$52.2K | 0.02% | 534 |
|
|
2020
Q4 | $240K | Buy |
+2,012
| New | +$240K | 0.02% | 437 |
|