Kestra Private Wealth Services’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 | $472K | Buy |
2,630
+565
| +27% | +$101K | 0.01% | 1058 |
|
|
2025
Q1 | $349K | Buy |
2,065
+689
| +50% | +$117K | 0.01% | 1127 |
|
|
2024
Q4 | $208K | Sell |
1,376
-12
| -0.9% | -$1.81K | ﹤0.01% | 1293 |
|
|
2024
Q3 | $215K | Buy |
+1,388
| New | +$215K | ﹤0.01% | 1235 |
|
|
2024
Q1 | – | Sell |
-1,608
| Closed | -$222K | – | 1318 |
|
|
2023
Q4 | $222K | Sell |
1,608
-132
| -8% | -$18.2K | 0.01% | 1070 |
|
|
2023
Q3 | $212K | Buy |
+1,740
| New | +$212K | 0.01% | 1011 |
|
|
2023
Q2 | – | Sell |
-1,519
| Closed | -$215K | – | 1098 |
|
|
2023
Q1 | $215K | Buy |
+1,519
| New | +$215K | 0.01% | 899 |
|
|
2021
Q3 | – | Sell |
-1,602
| Closed | -$211K | – | 933 |
|
|
2021
Q2 | $211K | Buy |
+1,602
| New | +$211K | 0.01% | 794 |
|