9258 Wealth Management’s DexCom DXCM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$211K Sell
3,142
-1,395
-31% -$93.5K 0.03% 337
2024
Q2
$514K Buy
4,537
+404
+10% +$45.8K 0.08% 183
2024
Q1
$573K Buy
4,133
+1,831
+80% +$254K 0.09% 179
2023
Q4
$286K Buy
+2,302
New +$286K 0.05% 261
2021
Q4
Sell
-1,616
Closed -$221K 372
2021
Q3
$221K Buy
+1,616
New +$221K 0.06% 317