HB Wealth 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 | $1.96M | Sell |
10,913
-234
| -2% | -$42K | 0.02% | 371 |
|
|
2025
Q1 | $1.89M | Buy |
11,147
+2,869
| +35% | +$485K | 0.02% | 386 |
|
|
2024
Q4 | $1.25M | Sell |
8,278
-389
| -4% | -$58.7K | 0.01% | 368 |
|
|
2024
Q3 | $1.35M | Buy |
8,667
+3,516
| +68% | +$546K | 0.01% | 336 |
|
|
2024
Q2 | $705K | Buy |
5,151
+377
| +8% | +$51.6K | 0.01% | 442 |
|
|
2024
Q1 | $636K | Sell |
4,774
-94
| -2% | -$12.5K | 0.01% | 434 |
|
|
2023
Q4 | $671K | Buy |
4,868
+727
| +18% | +$100K | 0.01% | 389 |
|
|
2023
Q3 | $505K | Sell |
4,141
-140
| -3% | -$17.1K | 0.01% | 425 |
|
|
2023
Q2 | $602K | Buy |
4,281
+270
| +7% | +$37.9K | 0.01% | 375 |
|
|
2023
Q1 | $568K | Sell |
4,011
-2
| -0% | -$283 | 0.01% | 385 |
|
|
2022
Q4 | $628K | Buy |
4,013
+135
| +3% | +$21.1K | 0.01% | 351 |
|
|
2022
Q3 | $476K | Sell |
3,878
-261
| -6% | -$32K | 0.01% | 344 |
|
|
2022
Q2 | $550K | Buy |
+4,139
| New | +$550K | 0.01% | 326 |
|