Legacy Capital Wealth Partners’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 | $423K | Sell |
2,356
-91
| -4% | -$16.3K | 0.1% | 231 |
|
|
2025
Q1 | $414K | Buy |
+2,447
| New | +$414K | 0.1% | 223 |
|
|
2024
Q4 | – | Sell |
-2,690
| Closed | -$418K | – | 350 |
|
|
2024
Q3 | $418K | Buy |
+2,690
| New | +$418K | 0.08% | 228 |
|
|
2023
Q2 | – | Sell |
-1,535
| Closed | -$217K | – | 90 |
|
|
2023
Q1 | $217K | Buy |
+1,535
| New | +$217K | 0.06% | 230 |
|
|
2021
Q2 | – | Sell |
-3,297
| Closed | -$423K | – | 36 |
|
|
2021
Q1 | $423K | Buy |
3,297
+224
| +7% | +$28.7K | 0.17% | 52 |
|
|
2020
Q4 | $366K | Buy |
+3,073
| New | +$366K | 0.16% | 58 |
|