LGT Financial 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	$180	Buy	+1	New	+$180	﹤0.01%	525
2024 Q2	–	Sell	-820	Closed	-$109K	–	797
2024 Q1	$109K	Hold	820	–	–	0.13%	168
2023 Q4	$113K	Buy	820 +408	+99%	+$56.3K	0.14%	155
2023 Q3	$50.2K	Buy	+412	New	+$50.2K	0.06%	218