WFWM
Wechter Feldman Wealth Management’s Quest Diagnostics DGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $2.19M | Hold |
16,564
| – | – | 1.53% | 9 |
|
|
2021
Q1 | $2.13M | Hold |
16,564
| – | – | 1.57% | 10 |
|
|
2020
Q4 | $1.97M | Hold |
16,564
| – | – | 1.46% | 10 |
|
|
2020
Q3 | $1.9M | Hold |
16,564
| – | – | 1.49% | 9 |
|
|
2020
Q2 | $1.89M | Hold |
16,564
| – | – | 1.71% | 9 |
|
|
2020
Q1 | $1.33M | Hold |
16,564
| – | – | 3.25% | 8 |
|
|
2019
Q4 | $1.77M | Hold |
16,564
| – | – | 1.18% | 13 |
|
|
2019
Q3 | $1.77M | Hold |
16,564
| – | – | 1.12% | 14 |
|
|
2019
Q2 | $1.69M | Hold |
16,564
| – | – | 1.12% | 14 |
|
|
2019
Q1 | $1.49M | Hold |
16,564
| – | – | 0.97% | 15 |
|
|
2018
Q4 | $1.38M | Hold |
16,564
| – | – | 1.33% | 14 |
|
|
2018
Q3 | $1.79M | Hold |
16,564
| – | – | 1.09% | 16 |
|
|
2018
Q2 | $1.82M | Hold |
16,564
| – | – | 1.25% | 14 |
|
|
2018
Q1 | $1.66M | Hold |
16,564
| – | – | 1.17% | 15 |
|
|
2017
Q4 | $1.63M | Hold |
16,564
| – | – | 1.14% | 16 |
|
|
2017
Q3 | $1.55M | Hold |
16,564
| – | – | 1.19% | 12 |
|
|
2017
Q2 | $1.84M | Hold |
16,564
| – | – | 1.48% | 11 |
|
|
2017
Q1 | $1.63M | Hold |
16,564
| – | – | 1.12% | 14 |
|
|
2016
Q4 | $1.52M | Buy |
+16,564
| New | +$1.52M | 1% | 16 |
|