Perigon Wealth Management’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	$219K	Sell	1,220 -84	-6%	-$15.1K	0.01%	971
2025 Q1	$221K	Buy	+1,304	New	+$221K	0.01%	927
2021 Q1	–	Sell	-1,324	Closed	-$158K	–	611
2020 Q4	$158K	Buy	+1,324	New	+$158K	0.02%	443