MWM
Modern Wealth Management’s Quest Diagnostics DGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $996K | Buy |
5,543
+14
| +0.3% | +$2.51K | 0.02% | 363 |
|
|
2025
Q1 | $935K | Buy |
5,529
+403
| +8% | +$68.2K | 0.03% | 311 |
|
|
2024
Q4 | $773K | Buy |
5,126
+286
| +6% | +$43.1K | 0.03% | 295 |
|
|
2024
Q3 | $752K | Buy |
4,840
+174
| +4% | +$27K | 0.05% | 195 |
|
|
2024
Q2 | $639K | Sell |
4,666
-293
| -6% | -$40.1K | 0.05% | 185 |
|
|
2024
Q1 | $660K | Buy |
+4,959
| New | +$660K | 0.06% | 144 |
|