Daymark Wealth Partners’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
$3.61M Sell
20,109
-444
-2% -$79.8K 0.14% 131
2025
Q1
$3.48M Sell
20,553
-32
-0.2% -$5.41K 0.15% 117
2024
Q4
$3.11M Buy
20,585
+631
+3% +$95.2K 0.13% 127
2024
Q3
$3.1M Sell
19,954
-362
-2% -$56.2K 0.13% 133
2024
Q2
$2.78M Sell
20,316
-71
-0.3% -$9.72K 0.13% 134
2024
Q1
$2.71M Sell
20,387
-162
-0.8% -$21.6K 0.15% 112
2023
Q4
$2.83M Buy
20,549
+540
+3% +$74.5K 0.17% 99
2023
Q3
$2.44M Buy
20,009
+3,373
+20% +$411K 0.17% 108
2023
Q2
$2.34M Buy
16,636
+14,742
+778% +$2.07M 0.17% 108
2023
Q1
$268K Buy
+1,894
New +$268K 0.04% 249