TFA
Toth Financial Advisory’s Quest Diagnostics DGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.71M | Buy |
26,197
+3,828
| +17% | +$688K | 0.55% | 65 |
|
|
2025
Q1 | $3.78M | Buy |
22,369
+1,050
| +5% | +$178K | 0.46% | 74 |
|
|
2024
Q4 | $3.22M | Buy |
21,319
+749
| +4% | +$113K | 0.38% | 84 |
|
|
2024
Q3 | $3.19M | Buy |
20,570
+212
| +1% | +$32.9K | 0.38% | 88 |
|
|
2024
Q2 | $2.79M | Buy |
20,358
+1,162
| +6% | +$159K | 0.35% | 90 |
|
|
2024
Q1 | $2.56M | Buy |
19,196
+402
| +2% | +$53.5K | 0.32% | 93 |
|
|
2023
Q4 | $2.59M | Sell |
18,794
-17
| -0.1% | -$2.34K | 0.35% | 84 |
|
|
2023
Q3 | $2.29M | Sell |
18,811
-3,287
| -15% | -$401K | 0.35% | 82 |
|
|
2023
Q2 | $3.11M | Sell |
22,098
-7,606
| -26% | -$1.07M | 0.45% | 74 |
|
|
2023
Q1 | $4.2M | Sell |
29,704
-9,841
| -25% | -$1.39M | 0.66% | 57 |
|
|
2022
Q4 | $6.19M | Sell |
39,545
-8,060
| -17% | -$1.26M | 1% | 37 |
|
|
2022
Q3 | $5.84M | Sell |
47,605
-1,712
| -3% | -$210K | 1.06% | 33 |
|
|
2022
Q2 | $6.56M | Sell |
49,317
-892
| -2% | -$119K | 1.14% | 28 |
|
|
2022
Q1 | $6.87M | Sell |
50,209
-108
| -0.2% | -$14.8K | 1.03% | 34 |
|
|
2021
Q4 | $8.71M | Sell |
50,317
-1,466
| -3% | -$254K | 1.19% | 27 |
|
|
2021
Q3 | $7.53M | Sell |
51,783
-570
| -1% | -$82.8K | 1.14% | 28 |
|
|
2021
Q2 | $6.91M | Buy |
52,353
+149
| +0.3% | +$19.7K | 1.06% | 30 |
|
|
2021
Q1 | $6.7M | Sell |
52,204
-1,811
| -3% | -$232K | 1.07% | 28 |
|
|
2020
Q4 | $6.44M | Buy |
54,015
+985
| +2% | +$117K | 1.1% | 28 |
|
|
2020
Q3 | $6.07M | Buy |
53,030
+3,735
| +8% | +$428K | 1.17% | 28 |
|
|
2020
Q2 | $5.62M | Buy |
49,295
+1,739
| +4% | +$198K | 1.22% | 30 |
|
|
2020
Q1 | $3.82M | Buy |
47,556
+1,745
| +4% | +$140K | 1.1% | 34 |
|
|
2019
Q4 | $4.89M | Buy |
45,811
+1,728
| +4% | +$185K | 0.99% | 39 |
|
|
2019
Q3 | $4.72M | Buy |
44,083
+2,631
| +6% | +$282K | 1.03% | 41 |
|
|
2019
Q2 | $4.22M | Buy |
41,452
+414
| +1% | +$42.1K | 0.94% | 40 |
|
|
2019
Q1 | $3.69M | Sell |
41,038
-8,740
| -18% | -$786K | 0.86% | 47 |
|
|
2018
Q4 | $4.15M | Sell |
49,778
-7,176
| -13% | -$598K | 1.13% | 35 |
|
|
2018
Q3 | $6.15M | Sell |
56,954
-403
| -0.7% | -$43.5K | 1.36% | 26 |
|
|
2018
Q2 | $6.31M | Buy |
57,357
+2,632
| +5% | +$289K | 1.48% | 19 |
|
|
2018
Q1 | $5.49M | Sell |
54,725
-540
| -1% | -$54.2K | 1.33% | 26 |
|
|
2017
Q4 | $5.44M | Sell |
55,265
-1,386
| -2% | -$137K | 1.29% | 27 |
|
|
2017
Q3 | $5.31M | Sell |
56,651
-3,187
| -5% | -$298K | 1.34% | 27 |
|
|
2017
Q2 | $6.65M | Sell |
59,838
-4,977
| -8% | -$553K | 1.74% | 17 |
|
|
2017
Q1 | $6.36M | Sell |
64,815
-3,149
| -5% | -$309K | 1.69% | 18 |
|
|
2016
Q4 | $6.25M | Buy |
67,964
+420
| +0.6% | +$38.6K | 1.79% | 15 |
|
|
2016
Q3 | $5.72M | Sell |
67,544
-97
| -0.1% | -$8.21K | 1.68% | 19 |
|
|
2016
Q2 | $5.51M | Buy |
67,641
+1,710
| +3% | +$139K | 1.68% | 19 |
|
|
2016
Q1 | $4.71M | Buy |
65,931
+2,258
| +4% | +$161K | 1.54% | 25 |
|
|
2015
Q4 | $4.53M | Buy |
63,673
+654
| +1% | +$46.5K | 1.5% | 29 |
|
|
2015
Q3 | $3.87M | Buy |
63,019
+1,787
| +3% | +$110K | 1.42% | 32 |
|
|
2015
Q2 | $4.44M | Buy |
61,232
+3,983
| +7% | +$289K | 1.48% | 29 |
|
|
2015
Q1 | $4.4M | Buy |
57,249
+9,891
| +21% | +$760K | 1.48% | 29 |
|
|
2014
Q4 | $3.18M | Buy |
47,358
+10,590
| +29% | +$710K | 1.1% | 40 |
|
|
2014
Q3 | $2.23M | Buy |
36,768
+6,148
| +20% | +$373K | 0.84% | 46 |
|
|
2014
Q2 | $1.8M | Buy |
30,620
+2,689
| +10% | +$158K | 0.68% | 53 |
|
|
2014
Q1 | $1.62M | Sell |
27,931
-694
| -2% | -$40.2K | 0.66% | 53 |
|
|
2013
Q4 | $1.53M | Sell |
28,625
-7,073
| -20% | -$379K | 0.65% | 53 |
|
|
2013
Q3 | $2.21M | Buy |
35,698
+9,491
| +36% | +$587K | 1.03% | 43 |
|
|
2013
Q2 | $1.59M | Buy |
+26,207
| New | +$1.59M | 0.78% | 49 |
|