PPWM
PFG Private Wealth Management’s Quest Diagnostics DGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-818
| Closed | -$138K | – | 106 |
|
|
2025
Q1 | $138K | Buy |
+818
| New | +$138K | 0.07% | 74 |
|
|
2022
Q1 | – | Sell |
-13
| Closed | -$2K | – | 311 |
|
|
2021
Q4 | $2K | Sell |
13
-587
| -98% | -$90.3K | ﹤0.01% | 284 |
|
|
2021
Q3 | $87K | Buy |
+600
| New | +$87K | 0.05% | 87 |
|