True Wealth Design’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 | $5.93K | Buy |
33
+2
| +6% | +$359 | ﹤0.01% | 744 |
|
|
2025
Q1 | $5.25K | Sell |
31
-76
| -71% | -$12.9K | ﹤0.01% | 671 |
|
|
2024
Q4 | $16.1K | Sell |
107
-24
| -18% | -$3.62K | 0.01% | 347 |
|
|
2024
Q3 | $20.3K | Buy |
131
+124
| +1,771% | +$19.3K | 0.01% | 323 |
|
|
2024
Q2 | $959 | Buy |
7
+2
| +40% | +$274 | ﹤0.01% | 514 |
|
|
2024
Q1 | $666 | Buy |
5
+2
| +67% | +$266 | ﹤0.01% | 563 |
|
|
2023
Q4 | $414 | Hold |
3
| – | – | ﹤0.01% | 518 |
|
|
2023
Q3 | $366 | Sell |
3
-5,332
| -100% | -$651K | ﹤0.01% | 507 |
|
|
2023
Q2 | $750K | Sell |
5,335
-60
| -1% | -$8.43K | 0.27% | 78 |
|
|
2023
Q1 | $763K | Buy |
5,395
+66
| +1% | +$9.34K | 0.32% | 77 |
|
|
2022
Q4 | $834K | Buy |
+5,329
| New | +$834K | 0.39% | 37 |
|