Crestmont Private 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 | $741K | Buy |
4,127
+388
| +10% | +$69.7K | 0.27% | 28 |
|
|
2025
Q1 | $633K | Buy |
3,739
+590
| +19% | +$99.8K | 0.27% | 29 |
|
|
2024
Q4 | $475K | Buy |
3,149
+133
| +4% | +$20.1K | 0.21% | 35 |
|
|
2024
Q3 | $468K | Buy |
3,016
+216
| +8% | +$33.5K | 0.2% | 35 |
|
|
2024
Q2 | $383K | Sell |
2,800
-116
| -4% | -$15.9K | 0.18% | 42 |
|
|
2024
Q1 | $388K | Buy |
2,916
+411
| +16% | +$54.7K | 0.19% | 40 |
|
|
2023
Q4 | $345K | Sell |
2,505
-30
| -1% | -$4.14K | 0.18% | 27 |
|
|
2023
Q3 | $309K | Sell |
2,535
-652
| -20% | -$79.5K | 0.19% | 30 |
|
|
2023
Q2 | $448K | Buy |
3,187
+327
| +11% | +$46K | 0.26% | 22 |
|
|
2023
Q1 | $405K | Buy |
2,860
+417
| +17% | +$59K | 0.26% | 17 |
|
|
2022
Q4 | $382K | Buy |
+2,443
| New | +$382K | 0.26% | 18 |
|