Forum Financial 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 | $400K | Buy |
2,227
+25
| +1% | +$4.49K | 0.01% | 507 |
|
|
2025
Q1 | $373K | Sell |
2,202
-1,153
| -34% | -$195K | 0.01% | 480 |
|
|
2024
Q4 | $506K | Buy |
3,355
+1,415
| +73% | +$213K | 0.01% | 375 |
|
|
2024
Q3 | $301K | Buy |
1,940
+100
| +5% | +$15.5K | 0.01% | 512 |
|
|
2024
Q2 | $252K | Sell |
1,840
-15
| -0.8% | -$2.05K | ﹤0.01% | 552 |
|
|
2024
Q1 | $247K | Buy |
1,855
+19
| +1% | +$2.53K | ﹤0.01% | 594 |
|
|
2023
Q4 | $253K | Hold |
1,836
| – | – | ﹤0.01% | 534 |
|
|
2023
Q3 | $224K | Hold |
1,836
| – | – | ﹤0.01% | 544 |
|
|
2023
Q2 | $258K | Buy |
1,836
+32
| +2% | +$4.5K | 0.01% | 490 |
|
|
2023
Q1 | $255K | Buy |
1,804
+1
| +0.1% | +$141 | 0.01% | 459 |
|
|
2022
Q4 | $282K | Hold |
1,803
| – | – | 0.01% | 412 |
|
|
2022
Q3 | $221K | Hold |
1,803
| – | – | 0.01% | 465 |
|
|
2022
Q2 | $240K | Buy |
1,803
+1
| +0.1% | +$133 | 0.01% | 444 |
|
|
2022
Q1 | $246K | Hold |
1,802
| – | – | 0.01% | 479 |
|
|
2021
Q4 | $312K | Buy |
+1,802
| New | +$312K | 0.02% | 398 |
|