Montag & Associates’s Quest Diagnostics DGX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$181K Hold
2025
Q2
$171K Hold
2025
Q1
$161K Hold
2024
Q4
$143K Hold
2024
Q3
$147K Hold
2024
Q2
$130K Hold
2024
Q1
$126K Hold
2023
Q4
$131K Hold
2023
Q3
$116K Hold
2023
Q2
$134K Hold
2023
Q1
$134K Hold
2022
Q4
$149K Hold
2022
Q3
$117K Hold
2022
Q2
$126K Hold
2022
Q1
$130K Hold
2021
Q4
$164K Hold
2021
Q3
$138K Hold
2021
Q2
$125K Hold
2021
Q1
$122K Hold
2020
Q4
$113K Buy