Wilson & Boucher Capital 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 | $216K | Hold |
1,200
| – | – | 0.15% | 109 |
|
|
2025
Q1 | $203K | Buy |
+1,200
| New | +$203K | 0.15% | 106 |
|
|
2024
Q1 | – | Sell |
-1,500
| Closed | -$207K | – | 111 |
|
|
2023
Q4 | $207K | Buy |
+1,500
| New | +$207K | 0.17% | 104 |
|
|
2023
Q3 | – | Sell |
-1,500
| Closed | -$211K | – | 104 |
|
|
2023
Q2 | $211K | Hold |
1,500
| – | – | 0.19% | 102 |
|
|
2023
Q1 | $212K | Hold |
1,500
| – | – | 0.2% | 101 |
|
|
2022
Q4 | $235K | Buy |
+1,500
| New | +$235K | 0.24% | 90 |
|
|
2022
Q2 | – | Sell |
-1,500
| Closed | -$205K | – | 100 |
|
|
2022
Q1 | $205K | Hold |
1,500
| – | – | 0.19% | 108 |
|
|
2021
Q4 | $260K | Buy |
+1,500
| New | +$260K | 0.23% | 93 |
|