Financial Gravity Asset Management’s Quest Diagnostics DGX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$2.37K Buy
+14
New +$2.37K ﹤0.01% 800
2024
Q2
Sell
-44
Closed -$6.02K 1711
2024
Q1
$6.02K Buy
44
+34
+340% +$4.65K ﹤0.01% 825
2023
Q4
$1.61K Buy
10
+5
+100% +$804 ﹤0.01% 1004
2023
Q3
$778 Sell
5
-136
-96% -$21.2K ﹤0.01% 781
2023
Q2
$14.1K Hold
141
0.04% 207
2023
Q1
$559 Sell
141
-15
-10% -$59 0.02% 437
2022
Q4
$15.9K Sell
156
-3,288
-95% -$335K 0.08% 141
2022
Q3
$2.63K Sell
3,444
-546
-14% -$417 0.09% 230
2022
Q2
$2.81K Sell
3,990
-257
-6% -$181 0.09% 228
2022
Q1
$3.15K Sell
4,247
-5,960
-58% -$4.41K 0.09% 195
2021
Q4
$15K Buy
10,207
+10,138
+14,693% +$14.9K 0.34% 61
2021
Q3
$145K Buy
69
+65
+1,625% +$137K 0.07% 255
2021
Q2
$132K Sell
4
-5
-56% -$165K 0.05% 279
2021
Q1
$1.1K Sell
9
-15
-63% -$1.84K 0.02% 285
2020
Q4
$3K Buy
+24
New +$3K ﹤0.01% 260
2020
Q2
Sell
-94
Closed -$7.55K 221
2020
Q1
$7.55K Sell
94
-90
-49% -$7.22K 0.02% 276
2019
Q4
$107K Sell
184
-37
-17% -$21.5K 0.07% 293
2019
Q3
$24K Buy
221
+179
+426% +$19.4K 0.02% 424
2019
Q2
$4K Hold
42
﹤0.01% 721
2019
Q1
$4K Buy
+42
New +$4K ﹤0.01% 742
2018
Q3
$16K Buy
171
+169
+8,450% +$15.8K 0.02% 498
2018
Q2
$0 Sell
2
-95
-98% ﹤0.01% 1456
2018
Q1
$10K Buy
+97
New +$10K 0.01% 586