Kingswood Wealth Advisors’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 | $661K | Sell |
3,679
-105
| -3% | -$18.9K | 0.05% | 349 |
|
|
2025
Q1 | $640K | Sell |
3,784
-84
| -2% | -$14.2K | 0.06% | 340 |
|
|
2024
Q4 | $584K | Sell |
3,868
-1,970
| -34% | -$297K | 0.04% | 399 |
|
|
2024
Q3 | $906K | Buy |
5,838
+2,738
| +88% | +$425K | 0.06% | 318 |
|
|
2024
Q2 | $424K | Buy |
+3,100
| New | +$424K | 0.04% | 427 |
|
|
2024
Q1 | – | Sell |
-2,207
| Closed | -$304K | – | 637 |
|
|
2023
Q4 | $304K | Sell |
2,207
-1,466
| -40% | -$202K | 0.03% | 471 |
|
|
2023
Q3 | $448K | Buy |
3,673
+2,203
| +150% | +$268K | 0.08% | 268 |
|
|
2023
Q2 | $207K | Buy |
+1,470
| New | +$207K | 0.07% | 247 |
|