Retirement Planning Company of New England’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
$252K Buy
1,401
+10
+0.7% +$1.8K 0.11% 200
2025
Q1
$235K Sell
1,391
-1
-0.1% -$169 0.12% 200
2024
Q4
$210K Buy
1,392
+1
+0.1% +$151 0.1% 221
2024
Q3
$216K Buy
+1,391
New +$216K 0.11% 209
2024
Q1
Sell
-1,475
Closed -$203K 223
2023
Q4
$203K Buy
+1,475
New +$203K 0.09% 215
2023
Q1
Sell
-1,327
Closed -$208K 221
2022
Q4
$208K Buy
+1,327
New +$208K 0.14% 197
2022
Q1
Sell
-771
Closed -$133K 378
2021
Q4
$133K Buy
+771
New +$133K 0.06% 271