Golden State Equity 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 | $239K | Sell |
1,333
-170
| -11% | -$30.5K | 0.04% | 381 |
|
|
2025
Q1 | $254K | Sell |
1,503
-233
| -13% | -$39.4K | 0.05% | 366 |
|
|
2024
Q4 | $262K | Buy |
1,736
+796
| +85% | +$120K | 0.05% | 358 |
|
|
2024
Q3 | $146K | Sell |
940
-1,313
| -58% | -$204K | 0.08% | 227 |
|
|
2024
Q2 | $308K | Buy |
+2,253
| New | +$308K | 0.06% | 313 |
|
|
2023
Q4 | $281K | Buy |
2,035
+251
| +14% | +$34.6K | 0.07% | 294 |
|
|
2023
Q3 | $217K | Buy |
1,784
+205
| +13% | +$25K | 0.06% | 301 |
|
|
2023
Q2 | $222K | Buy |
+1,579
| New | +$222K | 0.06% | 329 |
|