Kingsview Wealth Management’s Quest Diagnostics DGX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-17,184	Closed	-$2.91M	–	1177
2025 Q1	$2.91M	Buy	+17,184	New	+$2.82M	0.05%	302
2024 Q1	–	Sell	-1,661	Closed	-$229K	–	1022
2023 Q4	$229K	Sell	1,661 -196	-11%	-$25.8K	0.01%	854
2023 Q3	$226K	Sell	1,857 -60	-3%	-$7.99K	0.01%	843
2023 Q2	$270K	Sell	1,917 -9,721	-84%	-$1.34M	0.01%	777
2023 Q1	$1.65M	Buy	11,638 +8,282	+247%	+$1.18M	0.07%	272
2022 Q4	$525K	Buy	+3,356	New	+$482K	0.02%	496
2022 Q1	–	Sell	-7,035	Closed	-$1.22M	–	895
2021 Q4	$1.22M	Sell	7,035 -6,284	-47%	-$956K	0.05%	338
2021 Q3	$1.94M	Buy	13,319 +1,769	+15%	+$259K	0.09%	228
2021 Q2	$1.54M	Buy	11,550 +2,154	+23%	+$282K	0.08%	276
2021 Q1	$1.22M	Buy	9,396 +340	+4%	+$41.9K	0.07%	291
2020 Q4	$1.08M	Buy	9,056 +1,088	+14%	+$133K	0.08%	256
2020 Q3	$912K	Buy	7,968 +1,797	+29%	+$212K	0.08%	242
2020 Q2	$703K	Buy	6,171 +816	+15%	+$86.5K	0.07%	265
2020 Q1	$430K	Buy	5,355 +1,623	+43%	+$168K	0.06%	290
2019 Q4	$399K	Buy	3,732 +1,540	+70%	+$161K	0.05%	321
2019 Q3	$235K	Buy	+2,192	New	+$225K	0.04%	382