KWM
Kingsview Wealth Management’s Quest Diagnostics DGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-17,184
| Closed | -$2.91M | – | 1174 |
|
|
2025
Q1 | $2.91M | Buy |
+17,184
| New | +$2.91M | 0.05% | 302 |
|
|
2024
Q1 | – | Sell |
-1,661
| Closed | -$229K | – | 1021 |
|
|
2023
Q4 | $229K | Sell |
1,661
-196
| -11% | -$27K | 0.01% | 854 |
|
|
2023
Q3 | $226K | Sell |
1,857
-60
| -3% | -$7.31K | 0.01% | 843 |
|
|
2023
Q2 | $270K | Sell |
1,917
-9,721
| -84% | -$1.37M | 0.01% | 777 |
|
|
2023
Q1 | $1.65M | Buy |
11,638
+8,282
| +247% | +$1.17M | 0.07% | 272 |
|
|
2022
Q4 | $525K | Buy |
+3,356
| New | +$525K | 0.02% | 496 |
|
|
2022
Q1 | – | Sell |
-7,035
| Closed | -$1.22M | – | 874 |
|
|
2021
Q4 | $1.22M | Sell |
7,035
-6,284
| -47% | -$1.09M | 0.05% | 335 |
|
|
2021
Q3 | $1.94M | Buy |
13,319
+1,769
| +15% | +$257K | 0.09% | 228 |
|
|
2021
Q2 | $1.54M | Buy |
11,550
+2,154
| +23% | +$286K | 0.08% | 276 |
|
|
2021
Q1 | $1.22M | Buy |
9,396
+340
| +4% | +$44K | 0.07% | 291 |
|
|
2020
Q4 | $1.08M | Buy |
9,056
+1,088
| +14% | +$130K | 0.08% | 256 |
|
|
2020
Q3 | $912K | Buy |
7,968
+1,797
| +29% | +$206K | 0.08% | 242 |
|
|
2020
Q2 | $703K | Buy |
6,171
+816
| +15% | +$93K | 0.07% | 265 |
|
|
2020
Q1 | $430K | Buy |
5,355
+1,623
| +43% | +$130K | 0.06% | 290 |
|
|
2019
Q4 | $399K | Buy |
3,732
+1,540
| +70% | +$165K | 0.05% | 321 |
|
|
2019
Q3 | $235K | Buy |
+2,192
| New | +$235K | 0.04% | 381 |
|