KFG 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 | $200K | Buy |
+1,115
| New | +$200K | 0.03% | 199 |
|
|
2025
Q1 | – | Sell |
-1,360
| Closed | -$205K | – | 193 |
|
|
2024
Q4 | $205K | Sell |
1,360
-59
| -4% | -$8.9K | 0.04% | 178 |
|
|
2024
Q3 | $220K | Sell |
1,419
-258
| -15% | -$40.1K | 0.05% | 174 |
|
|
2024
Q2 | $230K | Sell |
1,677
-30
| -2% | -$4.11K | 0.09% | 145 |
|
|
2024
Q1 | $227K | Buy |
1,707
+76
| +5% | +$10.1K | 0.09% | 145 |
|
|
2023
Q4 | $225K | Sell |
1,631
-61
| -4% | -$8.41K | 0.1% | 122 |
|
|
2023
Q3 | $206K | Buy |
1,692
+100
| +6% | +$12.2K | 0.11% | 124 |
|
|
2023
Q2 | $224K | Buy |
+1,592
| New | +$224K | 0.13% | 111 |
|