Zhang Financial’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 | $231K | Buy |
1,285
+7
| +0.5% | +$1.26K | 0.01% | 269 |
|
|
2025
Q1 | $216K | Buy |
+1,278
| New | +$216K | 0.01% | 281 |
|
|
2024
Q4 | – | Sell |
-1,733
| Closed | -$269K | – | 299 |
|
|
2024
Q3 | $269K | Hold |
1,733
| – | – | 0.02% | 239 |
|
|
2024
Q2 | $237K | Hold |
1,733
| – | – | 0.02% | 242 |
|
|
2024
Q1 | $231K | Hold |
1,733
| – | – | 0.02% | 246 |
|
|
2023
Q4 | $239K | Hold |
1,733
| – | – | 0.02% | 238 |
|
|
2023
Q3 | $211K | Hold |
1,733
| – | – | 0.02% | 223 |
|
|
2023
Q2 | $244K | Hold |
1,733
| – | – | 0.03% | 216 |
|
|
2023
Q1 | $245K | Sell |
1,733
-712
| -29% | -$101K | 0.03% | 209 |
|
|
2022
Q4 | $382K | Sell |
2,445
-3
| -0.1% | -$469 | 0.05% | 169 |
|
|
2022
Q3 | $300K | Hold |
2,448
| – | – | 0.05% | 176 |
|
|
2022
Q2 | $326K | Sell |
2,448
-371
| -13% | -$49.4K | 0.05% | 171 |
|
|
2022
Q1 | $386K | Sell |
2,819
-1
| -0% | -$137 | 0.07% | 161 |
|
|
2021
Q4 | $488K | Buy |
2,820
+4
| +0.1% | +$692 | 0.09% | 125 |
|
|
2021
Q3 | $409K | Sell |
2,816
-1,127
| -29% | -$164K | 0.09% | 103 |
|
|
2021
Q2 | $520K | Hold |
3,943
| – | – | 0.13% | 76 |
|
|
2021
Q1 | $506K | Hold |
3,943
| – | – | 0.14% | 73 |
|
|
2020
Q4 | $470K | Sell |
3,943
-84
| -2% | -$10K | 0.14% | 67 |
|
|
2020
Q3 | $461K | Hold |
4,027
| – | – | 0.17% | 59 |
|
|
2020
Q2 | $459K | Hold |
4,027
| – | – | 0.18% | 55 |
|
|
2020
Q1 | $323K | Buy |
+4,027
| New | +$323K | 0.14% | 67 |
|