Dakota Wealth Management’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 | $239K | Sell |
1,330
-477
| -26% | -$85.7K | 0.01% | 678 |
|
|
2025
Q1 | $306K | Buy |
1,807
+445
| +33% | +$75.3K | 0.01% | 607 |
|
|
2024
Q4 | $205K | Buy |
+1,362
| New | +$205K | ﹤0.01% | 702 |
|
|
2024
Q3 | – | Sell |
-1,862
| Closed | -$255K | – | 732 |
|
|
2024
Q2 | $255K | Sell |
1,862
-14
| -0.7% | -$1.92K | 0.01% | 610 |
|
|
2024
Q1 | $250K | Sell |
1,876
-257
| -12% | -$34.2K | 0.01% | 622 |
|
|
2023
Q4 | $294K | Sell |
2,133
-332
| -13% | -$45.8K | 0.01% | 523 |
|
|
2023
Q3 | $300K | Buy |
2,465
+1,014
| +70% | +$124K | 0.01% | 484 |
|
|
2023
Q2 | $204K | Sell |
1,451
-599
| -29% | -$84.2K | 0.01% | 581 |
|
|
2023
Q1 | $290K | Buy |
2,050
+751
| +58% | +$106K | 0.02% | 468 |
|
|
2022
Q4 | $203K | Buy |
+1,299
| New | +$203K | 0.01% | 546 |
|