Perfromance Wealth Partners’s Quest Diagnostics DGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-12,268
| Closed | -$1.69M | – | 172 |
|
|
2023
Q4 | $1.69M | Sell |
12,268
-6,667
| -35% | -$919K | 0.07% | 61 |
|
|
2023
Q3 | $2.31M | Sell |
18,935
-2,157
| -10% | -$263K | 0.11% | 57 |
|
|
2023
Q2 | $2.91M | Sell |
21,092
-2,646
| -11% | -$366K | 0.13% | 54 |
|
|
2023
Q1 | $3.36M | Sell |
23,738
-1,895
| -7% | -$268K | 0.17% | 44 |
|
|
2022
Q4 | $4.01M | Sell |
25,633
-2,143
| -8% | -$335K | 0.24% | 34 |
|
|
2022
Q3 | $3.41M | Sell |
27,776
-1,391
| -5% | -$171K | 0.2% | 35 |
|
|
2022
Q2 | $3.88M | Sell |
29,167
-756
| -3% | -$101K | 0.22% | 36 |
|
|
2022
Q1 | $4.1M | Sell |
29,923
-674
| -2% | -$92.2K | 0.18% | 41 |
|
|
2021
Q4 | $5.29M | Buy |
+30,597
| New | +$5.29M | 0.21% | 42 |
|