PWM
Palumbo Wealth Management’s Quest Diagnostics DGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.6M | Sell |
25,617
-239
| -0.9% | -$42.9K | 1.43% | 16 |
|
|
2025
Q1 | $4.37M | Buy |
25,856
+4,070
| +19% | +$689K | 1.46% | 17 |
|
|
2024
Q4 | $3.29M | Buy |
21,786
+2,396
| +12% | +$361K | 1.23% | 20 |
|
|
2024
Q3 | $3.01M | Buy |
19,390
+408
| +2% | +$63.3K | 1.17% | 24 |
|
|
2024
Q2 | $2.6M | Buy |
18,982
+231
| +1% | +$31.6K | 1.1% | 22 |
|
|
2024
Q1 | $2.5M | Buy |
18,751
+683
| +4% | +$90.9K | 1.12% | 22 |
|
|
2023
Q4 | $2.49M | Sell |
18,068
-192
| -1% | -$26.5K | 1.27% | 18 |
|
|
2023
Q3 | $2.23M | Buy |
18,260
+13,063
| +251% | +$1.59M | 1.22% | 18 |
|
|
2023
Q2 | $730K | Buy |
+5,197
| New | +$730K | 0.45% | 44 |
|