Gen-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
$305K Sell
1,700
-24
-1% -$4.31K 0.12% 169
2025
Q1
$292K Sell
1,724
-13
-0.7% -$2.2K 0.12% 166
2024
Q4
$262K Buy
1,737
+42
+2% +$6.34K 0.11% 181
2024
Q3
$264K Buy
1,695
+114
+7% +$17.8K 0.12% 182
2024
Q2
$216K Buy
1,581
+318
+25% +$43.5K 0.1% 194
2024
Q1
$168K Buy
+1,263
New +$168K 0.08% 235