A detailed history of Forum Financial Management, LP transactions in Quest Diagnostics Inc stock. As of the latest transaction made, Forum Financial Management, LP holds 1,940 shares of DGX stock, worth $265,954. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,940
Previous 1,840 5.43%
Holding current value
$265,954
Previous $251,000 5.58%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

BUY
$137.09 - $137.09 $13,709 - $13,709
100 Added 5.43%
1,940 $265,000
Q2 2024

Jul 30, 2024

SELL
$125.91 - $144.34 $1,888 - $2,165
-15 Reduced 0.81%
1,840 $251,000
Q1 2024

May 09, 2024

BUY
$123.78 - $142.11 $2,351 - $2,700
19 Added 1.03%
1,855 $246,000
Q2 2023

Jul 26, 2023

BUY
$130.56 - $146.84 $4,177 - $4,698
32 Added 1.77%
1,836 $258,000
Q1 2023

Apr 19, 2023

BUY
$131.53 - $155.76 $131 - $155
1 Added 0.06%
1,804 $255,000
Q2 2022

Aug 15, 2022

BUY
$127.07 - $145.39 $127 - $145
1 Added 0.06%
1,803 $240,000
Q4 2021

Feb 18, 2022

BUY
$140.36 - $173.01 $252,928 - $311,764
1,802 New
1,802 $312,000

Others Institutions Holding DGX

About QUEST DIAGNOSTICS INC


  • Ticker DGX
  • Exchange NYSE
  • Sector Healthcare
  • Industry Diagnostics & Research
  • Shares Outstandng 113,887,000
  • Market Cap $15.6B
  • Description
  • Quest Diagnostics Incorporated provides diagnostic testing, information, and services in the United States and internationally. The company develops and delivers diagnostic information services, such as routine testing, non-routine and advanced clinical testing, anatomic pathology testing, and other diagnostic information services. It offers dia...
More about DGX
Track This Portfolio

Track Forum Financial Management, LP Portfolio

Follow Forum Financial Management, LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Forum Financial Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Forum Financial Management, LP with notifications on news.