WealthShield Partners’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 | $414K | Hold |
2,306
| – | – | 0.05% | 252 |
|
|
2025
Q1 | $390K | Sell |
2,306
-10
| -0.4% | -$1.69K | 0.05% | 241 |
|
|
2024
Q4 | $349K | Buy |
2,316
+13
| +0.6% | +$1.96K | 0.05% | 233 |
|
|
2024
Q3 | $358K | Hold |
2,303
| – | – | 0.05% | 232 |
|
|
2024
Q2 | $315K | Hold |
2,303
| – | – | 0.05% | 236 |
|
|
2024
Q1 | $307K | Hold |
2,303
| – | – | 0.05% | 235 |
|
|
2023
Q4 | $318K | Hold |
2,303
| – | – | 0.05% | 234 |
|
|
2023
Q3 | $281K | Hold |
2,303
| – | – | 0.04% | 258 |
|
|
2023
Q2 | $324K | Hold |
2,303
| – | – | 0.05% | 246 |
|
|
2023
Q1 | $326K | Hold |
2,303
| – | – | 0.05% | 240 |
|
|
2022
Q4 | $360K | Hold |
2,303
| – | – | 0.07% | 227 |
|
|
2022
Q3 | $283K | Hold |
2,303
| – | – | 0.06% | 250 |
|
|
2022
Q2 | $306K | Hold |
2,303
| – | – | 0.06% | 246 |
|
|
2022
Q1 | $315K | Buy |
+2,303
| New | +$315K | 0.05% | 278 |
|
|
2021
Q3 | – | Sell |
-96
| Closed | -$13K | – | 342 |
|
|
2021
Q2 | $13K | Hold |
96
| – | – | ﹤0.01% | 715 |
|
|
2021
Q1 | $12K | Buy |
+96
| New | +$12K | ﹤0.01% | 764 |
|