Optimum Investment Advisors’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	$108K	Hold	600	–	–	0.05%	241
2025 Q1	$102K	Hold	600	–	–	0.05%	241
2024 Q4	$90.5K	Hold	600	–	–	0.04%	266
2024 Q3	$93.2K	Hold	600	–	–	0.04%	283
2024 Q2	$82.1K	Hold	600	–	–	0.04%	290
2024 Q1	$79.9K	Hold	600	–	–	0.04%	303
2023 Q4	$82.7K	Hold	600	–	–	0.04%	283
2023 Q3	$73.1K	Hold	600	–	–	0.04%	317
2023 Q2	$84.3K	Hold	600	–	–	0.04%	303
2023 Q1	$84.9K	Hold	600	–	–	0.04%	295
2022 Q4	$93.9K	Hold	600	–	–	0.05%	275
2022 Q3	$74K	Hold	600	–	–	0.04%	320
2022 Q2	$80K	Hold	600	–	–	0.04%	320
2022 Q1	$82K	Hold	600	–	–	0.03%	344
2021 Q4	$104K	Hold	600	–	–	0.04%	334
2021 Q3	$87K	Hold	600	–	–	0.04%	352
2021 Q2	$79K	Sell	600 -600	-50%	-$79K	0.02%	419
2021 Q1	$154K	Hold	1,200	–	–	0.05%	305
2020 Q4	$143K	Hold	1,200	–	–	0.04%	302
2020 Q3	$137K	Hold	1,200	–	–	0.05%	283
2020 Q2	$137K	Hold	1,200	–	–	0.05%	280
2020 Q1	$96K	Sell	1,200 -300	-20%	-$24K	0.04%	315
2019 Q4	$160K	Buy	1,500 +300	+25%	+$32K	0.05%	310
2019 Q3	$128K	Hold	1,200	–	–	0.04%	329
2019 Q2	$122K	Hold	1,200	–	–	0.04%	337
2019 Q1	$108K	Hold	1,200	–	–	0.04%	365
2018 Q4	$100K	Sell	1,200 -100	-8%	-$8.33K	0.03%	359
2018 Q3	$140K	Hold	1,300	–	–	0.04%	349
2018 Q2	$143K	Hold	1,300	–	–	0.04%	345
2018 Q1	$130K	Buy	+1,300	New	+$130K	0.04%	350
2015 Q1	$115K	Hold	1,500	–	–	0.04%	357
2014 Q4	$101K	Hold	1,500	–	–	0.03%	363
2014 Q3	$91K	Hold	1,500	–	–	0.03%	364
2014 Q2	$88K	Hold	1,500	–	–	0.03%	365
2014 Q1	$87K	Hold	1,500	–	–	0.03%	322
2013 Q4	$80K	Hold	1,500	–	–	0.03%	327
2013 Q3	$93K	Buy	+1,500	New	+$93K	0.04%	286