Wedmont Private Capital’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 | $452K | Buy |
2,603
+78
| +3% | +$13.5K | 0.02% | 456 |
|
|
2025
Q1 | $414K | Buy |
2,525
+381
| +18% | +$62.5K | 0.02% | 431 |
|
|
2024
Q4 | $325K | Buy |
2,144
+179
| +9% | +$27.2K | 0.02% | 513 |
|
|
2024
Q3 | $289K | Buy |
1,965
+114
| +6% | +$16.7K | 0.02% | 522 |
|
|
2024
Q2 | $267K | Buy |
+1,851
| New | +$267K | 0.02% | 533 |
|
|
2023
Q1 | – | Sell |
-1,536
| Closed | -$239K | – | 475 |
|
|
2022
Q4 | $239K | Buy |
+1,536
| New | +$239K | 0.04% | 389 |
|
|
2022
Q3 | – | Sell |
-1,880
| Closed | -$250K | – | 376 |
|
|
2022
Q2 | $250K | Buy |
+1,880
| New | +$250K | 0.05% | 277 |
|