TFC Financial Management’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
$5.75K Buy
32
+3
+10% +$539 ﹤0.01% 410
2025
Q1
$4.91K Hold
29
﹤0.01% 407
2024
Q4
$4.38K Hold
29
﹤0.01% 428
2024
Q3
$4.5K Hold
29
﹤0.01% 429
2024
Q2
$3.97K Buy
29
+4
+16% +$548 ﹤0.01% 410
2024
Q1
$3.33K Sell
25
-3
-11% -$399 ﹤0.01% 418
2023
Q4
$3.86K Sell
28
-2
-7% -$276 ﹤0.01% 401
2023
Q3
$3.66K Buy
30
+5
+20% +$609 ﹤0.01% 410
2023
Q2
$3.51K Sell
25
-2
-7% -$281 ﹤0.01% 393
2023
Q1
$3.82K Buy
27
+2
+8% +$283 ﹤0.01% 413
2022
Q4
$3.91K Hold
25
﹤0.01% 349
2022
Q3
$3K Hold
25
﹤0.01% 370
2022
Q2
$3K Hold
25
﹤0.01% 363
2022
Q1
$3K Hold
25
﹤0.01% 373
2021
Q4
$4K Hold
25
﹤0.01% 405
2021
Q3
$4K Hold
25
﹤0.01% 397
2021
Q2
$3K Hold
25
﹤0.01% 397
2021
Q1
$3K Hold
25
﹤0.01% 392
2020
Q4
$3K Hold
25
﹤0.01% 389
2020
Q3
$3K Buy
+25
New +$3K ﹤0.01% 367