TriaGen Wealth Management’s Quest Diagnostics DGX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.92M	Sell	9,797 -146	-1%	-$28.4K	0.52%	45
2025 Q4	$1.73M	Sell	9,943 -64	-0.6%	-$11.7K	0.45%	55
2025 Q3	$1.91M	Sell	10,007 -112	-1%	-$19.9K	0.5%	64
2025 Q2	$1.82M	Sell	10,119 -484	-5%	-$84.1K	0.55%	57
2025 Q1	$1.79M	Sell	10,603 -91	-0.9%	-$14.9K	0.63%	49
2024 Q4	$1.61M	Sell	10,694 -7	-0.1%	-$1.09K	0.54%	51
2024 Q3	$1.66M	Sell	10,701 -18	-0.2%	-$2.69K	0.56%	50
2024 Q2	$1.47M	Sell	10,719 -16	-0.1%	-$2.19K	0.57%	51
2024 Q1	$1.43M	Sell	10,735 -19	-0.2%	-$2.46K	0.59%	52
2023 Q4	$1.48M	Sell	10,754 -505	-4%	-$66.4K	0.71%	45
2023 Q3	$1.37M	Sell	11,259 -104	-0.9%	-$13.9K	0.7%	46
2023 Q2	$1.6M	Hold	11,363	–	–	0.73%	48
2023 Q1	$1.61M	Sell	11,363 -427	-4%	-$61.1K	0.81%	41
2022 Q4	$1.84M	Sell	11,790 -11,697	-50%	-$1.68M	1.02%	23
2022 Q3	$2.88M	Sell	23,487 -772	-3%	-$102K	1.59%	19
2022 Q2	$3.23M	Buy	+24,259	New	+$3.31M	2.29%	11