Atria Wealth Solutions’s DexCom DXCM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-5,169
Closed -$586K 1938
2024
Q2
$586K Sell
5,169
-856
-14% -$97.1K 0.01% 1149
2024
Q1
$836K Sell
6,025
-265
-4% -$36.8K 0.01% 988
2023
Q4
$781K Buy
6,290
+2,674
+74% +$332K 0.01% 975
2023
Q3
$337K Sell
3,616
-1,173
-24% -$109K ﹤0.01% 1337
2023
Q2
$615K Buy
4,789
+14
+0.3% +$1.8K 0.01% 1050
2023
Q1
$555K Sell
4,775
-44
-0.9% -$5.11K 0.01% 1067
2022
Q4
$545K Sell
4,819
-507
-10% -$57.4K 0.01% 1030
2022
Q3
$429K Buy
+5,326
New +$429K 0.01% 1104
2022
Q2
Sell
-6,160
Closed -$788K 1665
2022
Q1
$788K Buy
+6,160
New +$788K 0.01% 823