Waterway 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 | – | Sell |
-4,257
| Closed | -$720K | – | 83 |
|
|
2025
Q1 | $720K | Sell |
4,257
-360
| -8% | -$60.9K | 0.3% | 38 |
|
|
2024
Q4 | $697K | Buy |
4,617
+662
| +17% | +$99.9K | 0.31% | 35 |
|
|
2024
Q3 | $614K | Buy |
3,955
+104
| +3% | +$16.1K | 0.26% | 41 |
|
|
2024
Q2 | $527K | Buy |
3,851
+370
| +11% | +$50.6K | 0.26% | 38 |
|
|
2024
Q1 | $463K | Buy |
3,481
+438
| +14% | +$58.3K | 0.2% | 40 |
|
|
2023
Q4 | $420K | Buy |
+3,043
| New | +$420K | 0.18% | 42 |
|