MWM
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MOKAN Wealth Management’s Quest Diagnostics DGX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$686K Buy
3,818
+454
+13% +$81.6K 0.38% 56
2025
Q1
$569K Sell
3,364
-245
-7% -$41.4K 0.34% 64
2024
Q4
$545K Buy
+3,609
New +$545K 0.35% 59