TriaGen Wealth 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 | $1.82M | Sell |
10,119
-484
| -5% | -$86.9K | 0.55% | 57 |
|
|
2025
Q1 | $1.79M | Sell |
10,603
-91
| -0.9% | -$15.4K | 0.63% | 49 |
|
|
2024
Q4 | $1.61M | Sell |
10,694
-7
| -0.1% | -$1.06K | 0.54% | 51 |
|
|
2024
Q3 | $1.66M | Sell |
10,701
-18
| -0.2% | -$2.79K | 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% | -$2.53K | 0.59% | 52 |
|
|
2023
Q4 | $1.48M | Sell |
10,754
-505
| -4% | -$69.6K | 0.71% | 45 |
|
|
2023
Q3 | $1.37M | Sell |
11,259
-104
| -0.9% | -$12.7K | 0.7% | 46 |
|
|
2023
Q2 | $1.6M | Hold |
11,363
| – | – | 0.73% | 48 |
|
|
2023
Q1 | $1.61M | Sell |
11,363
-427
| -4% | -$60.4K | 0.81% | 41 |
|
|
2022
Q4 | $1.84M | Sell |
11,790
-11,697
| -50% | -$1.83M | 1.02% | 23 |
|
|
2022
Q3 | $2.88M | Sell |
23,487
-772
| -3% | -$94.7K | 1.59% | 19 |
|
|
2022
Q2 | $3.23M | Buy |
+24,259
| New | +$3.23M | 2.29% | 11 |
|