Montag & Associates’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 | $171K | Hold |
950
| – | – | 0.01% | 417 |
|
|
2025
Q1 | $161K | Hold |
950
| – | – | 0.01% | 434 |
|
|
2024
Q4 | $143K | Hold |
950
| – | – | 0.01% | 460 |
|
|
2024
Q3 | $147K | Hold |
950
| – | – | 0.01% | 459 |
|
|
2024
Q2 | $130K | Hold |
950
| – | – | 0.01% | 461 |
|
|
2024
Q1 | $126K | Hold |
950
| – | – | 0.01% | 462 |
|
|
2023
Q4 | $131K | Hold |
950
| – | – | 0.01% | 445 |
|
|
2023
Q3 | $116K | Hold |
950
| – | – | 0.01% | 445 |
|
|
2023
Q2 | $134K | Hold |
950
| – | – | 0.01% | 439 |
|
|
2023
Q1 | $134K | Hold |
950
| – | – | 0.01% | 432 |
|
|
2022
Q4 | $149K | Hold |
950
| – | – | 0.01% | 411 |
|
|
2022
Q3 | $117K | Hold |
950
| – | – | 0.01% | 421 |
|
|
2022
Q2 | $126K | Hold |
950
| – | – | 0.01% | 417 |
|
|
2022
Q1 | $130K | Hold |
950
| – | – | 0.01% | 432 |
|
|
2021
Q4 | $164K | Hold |
950
| – | – | 0.01% | 412 |
|
|
2021
Q3 | $138K | Hold |
950
| – | – | 0.01% | 434 |
|
|
2021
Q2 | $125K | Hold |
950
| – | – | 0.01% | 444 |
|
|
2021
Q1 | $122K | Hold |
950
| – | – | 0.01% | 448 |
|
|
2020
Q4 | $113K | Buy |
+950
| New | +$113K | 0.01% | 439 |
|