Private Wealth Management Group’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
$10.6K Sell
59
-3
-5% -$539 ﹤0.01% 470
2025
Q1
$10.5K Sell
62
-3
-5% -$508 ﹤0.01% 450
2024
Q4
$9.81K Buy
65
+6
+10% +$905 ﹤0.01% 477
2024
Q3
$9.16K Hold
59
﹤0.01% 480
2024
Q2
$8.08K Buy
59
+17
+40% +$2.33K ﹤0.01% 511
2024
Q1
$5.59K Sell
42
-12
-22% -$1.6K ﹤0.01% 592
2023
Q4
$7.45K Buy
+54
New +$7.45K ﹤0.01% 481