GeoWealth 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	$66.3K	Sell	369 -510	-58%	-$91.6K	﹤0.01%	897
2025 Q1	$149K	Buy	879 +405	+85%	+$68.5K	0.01%	726
2024 Q4	$71.5K	Sell	474 -30	-6%	-$4.53K	﹤0.01%	1050
2024 Q3	$78.2K	Buy	+504	New	+$78.2K	﹤0.01%	952