Westshore Wealth’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 | $242K | Hold |
1,347
| – | – | 0.09% | 79 |
|
|
2025
Q1 | $228K | Sell |
1,347
-16
| -1% | -$2.71K | 0.1% | 79 |
|
|
2024
Q4 | $206K | Hold |
1,363
| – | – | 0.08% | 90 |
|
|
2024
Q3 | $212K | Buy |
+1,363
| New | +$212K | 0.09% | 91 |
|
|
2023
Q3 | – | Sell |
-1,433
| Closed | -$201K | – | 95 |
|
|
2023
Q2 | $201K | Sell |
1,433
-54
| -4% | -$7.59K | 0.1% | 107 |
|
|
2023
Q1 | $210K | Buy |
1,487
+74
| +5% | +$10.5K | 0.11% | 101 |
|
|
2022
Q4 | $221K | Buy |
+1,413
| New | +$221K | 0.13% | 97 |
|
|
2022
Q1 | – | Sell |
-1,335
| Closed | -$231K | – | 96 |
|
|
2021
Q4 | $231K | Buy |
+1,335
| New | +$231K | 0.16% | 77 |
|
|
2021
Q3 | – | Sell |
-1,711
| Closed | -$226K | – | 93 |
|
|
2021
Q2 | $226K | Buy |
1,711
+16
| +0.9% | +$2.11K | 0.12% | 128 |
|
|
2021
Q1 | $218K | Buy |
+1,695
| New | +$218K | 0.12% | 127 |
|