MWM
Moran Wealth Management’s Quest Diagnostics DGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.6M | Buy |
+103,311
| New | +$18.6M | 0.57% | 48 |
|
|
2023
Q3 | – | Sell |
-4,770
| Closed | -$670K | – | 379 |
|
|
2023
Q2 | $670K | Sell |
4,770
-6,464
| -58% | -$909K | 0.03% | 291 |
|
|
2023
Q1 | $1.59M | Sell |
11,234
-122,703
| -92% | -$17.4M | 0.06% | 236 |
|
|
2022
Q4 | $21M | Buy |
+133,937
| New | +$21M | 0.8% | 29 |
|