Meridian Wealth Management’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 | $602K | Hold |
3,353
| – | – | 0.03% | 404 |
|
|
2025
Q1 | $567K | Buy |
3,353
+77
| +2% | +$13K | 0.03% | 387 |
|
|
2024
Q4 | $494K | Sell |
3,276
-234
| -7% | -$35.3K | 0.02% | 407 |
|
|
2024
Q3 | $545K | Hold |
3,510
| – | – | 0.03% | 393 |
|
|
2024
Q2 | $480K | Buy |
+3,510
| New | +$480K | 0.06% | 178 |
|
|
2024
Q1 | – | Sell |
-3,809
| Closed | -$525K | – | 268 |
|
|
2023
Q4 | $525K | Buy |
3,809
+12
| +0.3% | +$1.66K | 0.03% | 373 |
|
|
2023
Q3 | $463K | Buy |
3,797
+1
| +0% | +$122 | 0.03% | 381 |
|
|
2023
Q2 | $534K | Hold |
3,796
| – | – | 0.05% | 314 |
|
|
2023
Q1 | $537K | Buy |
3,796
+1
| +0% | +$141 | 0.05% | 303 |
|
|
2022
Q4 | $594K | Buy |
3,795
+363
| +11% | +$56.8K | 0.06% | 278 |
|
|
2022
Q3 | $421K | Sell |
3,432
-215
| -6% | -$26.4K | 0.05% | 304 |
|
|
2022
Q2 | $485K | Buy |
3,647
+432
| +13% | +$57.5K | 0.04% | 356 |
|
|
2022
Q1 | $440K | Buy |
3,215
+1
| +0% | +$137 | 0.05% | 258 |
|
|
2021
Q4 | $556K | Sell |
3,214
-103
| -3% | -$17.8K | 0.06% | 232 |
|
|
2021
Q3 | $482K | Hold |
3,317
| – | – | 0.06% | 227 |
|
|
2021
Q2 | $438K | Buy |
3,317
+26
| +0.8% | +$3.43K | 0.06% | 248 |
|
|
2021
Q1 | $422K | Hold |
3,291
| – | – | 0.06% | 236 |
|
|
2020
Q4 | $392K | Buy |
3,291
+117
| +4% | +$13.9K | 0.06% | 226 |
|
|
2020
Q3 | $363K | Buy |
+3,174
| New | +$363K | 0.09% | 165 |
|