Summit Financial’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 | $378K | Buy |
2,105
+484
| +30% | +$87K | 0.01% | 629 |
|
|
2025
Q1 | $274K | Buy |
1,621
+133
| +9% | +$22.5K | 0.01% | 629 |
|
|
2024
Q4 | $224K | Sell |
1,488
-4
| -0.3% | -$603 | 0.01% | 598 |
|
|
2024
Q3 | $232K | Sell |
1,492
-97
| -6% | -$15.1K | 0.01% | 498 |
|
|
2024
Q2 | $218K | Buy |
+1,589
| New | +$218K | 0.01% | 464 |
|