Personal CFO Solutions’s Quest Diagnostics DGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $549K | Buy |
3,055
+70
| +2% | +$12.6K | 0.1% | 201 |
|
|
2025
Q1 | $505K | Buy |
2,985
+323
| +12% | +$54.6K | 0.1% | 213 |
|
|
2024
Q4 | $402K | Buy |
2,662
+3
| +0.1% | +$453 | 0.08% | 243 |
|
|
2024
Q3 | $413K | Sell |
2,659
-221
| -8% | -$34.3K | 0.06% | 311 |
|
|
2024
Q2 | $394K | Buy |
2,880
+218
| +8% | +$29.8K | 0.06% | 307 |
|
|
2024
Q1 | $354K | Buy |
2,662
+29
| +1% | +$3.86K | 0.06% | 352 |
|
|
2023
Q4 | $363K | Sell |
2,633
-2,850
| -52% | -$393K | 0.06% | 321 |
|
|
2023
Q3 | $668K | Sell |
5,483
-723
| -12% | -$88.1K | 0.13% | 148 |
|
|
2023
Q2 | $872K | Sell |
6,206
-1,143
| -16% | -$161K | 0.18% | 115 |
|
|
2023
Q1 | $1.04M | Sell |
7,349
-299
| -4% | -$42.3K | 0.21% | 86 |
|
|
2022
Q4 | $1.2M | Buy |
7,648
+209
| +3% | +$32.7K | 0.25% | 72 |
|
|
2022
Q3 | $913K | Buy |
7,439
+195
| +3% | +$23.9K | 0.23% | 77 |
|
|
2022
Q2 | $963K | Buy |
7,244
+862
| +14% | +$115K | 0.23% | 75 |
|
|
2022
Q1 | $873K | Buy |
6,382
+103
| +2% | +$14.1K | 0.17% | 116 |
|
|
2021
Q4 | $1.09M | Buy |
6,279
+3,363
| +115% | +$582K | 0.2% | 105 |
|
|
2021
Q3 | $424K | Buy |
2,916
+3
| +0.1% | +$436 | 0.09% | 213 |
|
|
2021
Q2 | $384K | Sell |
2,913
-1,023
| -26% | -$135K | 0.08% | 227 |
|
|
2021
Q1 | $505K | Sell |
3,936
-390
| -9% | -$50K | 0.11% | 170 |
|
|
2020
Q4 | $516K | Buy |
4,326
+2,422
| +127% | +$289K | 0.13% | 152 |
|
|
2020
Q3 | $0 | Sell |
1,904
-39
| -2% | – | ﹤0.01% | 183 |
|
|
2020
Q2 | $221K | Buy |
+1,943
| New | +$221K | 0.07% | 265 |
|