AWM
Avior Wealth Management’s DexCom DXCM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-143
| Closed | -$11.1K | – | 1176 |
|
|
2024
Q4 | $11.1K | Sell |
143
-170
| -54% | -$13.2K | ﹤0.01% | 1578 |
|
|
2024
Q3 | $21K | Sell |
313
-384
| -55% | -$25.7K | ﹤0.01% | 1365 |
|
|
2024
Q2 | $79.1K | Sell |
697
-200
| -22% | -$22.7K | ﹤0.01% | 939 |
|
|
2024
Q1 | $125K | Buy |
897
+891
| +14,850% | +$124K | 0.01% | 869 |
|
|
2023
Q4 | $744 | Hold |
6
| – | – | ﹤0.01% | 1396 |
|
|
2023
Q3 | $559 | Hold |
6
| – | – | ﹤0.01% | 1484 |
|
|
2023
Q2 | $771 | Hold |
6
| – | – | ﹤0.01% | 1429 |
|
|
2023
Q1 | $697 | Hold |
6
| – | – | ﹤0.01% | 1493 |
|
|
2022
Q4 | $679 | Buy |
+6
| New | +$679 | ﹤0.01% | 1150 |
|
|
2022
Q2 | – | Sell |
-4
| Closed | -$2K | – | 1110 |
|
|
2022
Q1 | $2K | Hold |
4
| – | – | ﹤0.01% | 977 |
|
|
2021
Q4 | $2K | Hold |
4
| – | – | ﹤0.01% | 972 |
|
|
2021
Q3 | $2K | Sell |
4
-10
| -71% | -$5K | ﹤0.01% | 934 |
|
|
2021
Q2 | $5K | Hold |
14
| – | – | ﹤0.01% | 815 |
|
|
2021
Q1 | $5K | Buy |
14
+10
| +250% | +$3.57K | ﹤0.01% | 831 |
|
|
2020
Q4 | $1K | Buy |
4
+3
| +300% | +$750 | ﹤0.01% | 908 |
|
|
2020
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 946 |
|
|
2020
Q2 | – | Sell |
-2,100
| Closed | -$565K | – | 917 |
|
|
2020
Q1 | $565K | Sell |
2,100
-470
| -18% | -$126K | 0.11% | 181 |
|
|
2019
Q4 | $562K | Hold |
2,570
| – | – | 0.09% | 215 |
|
|
2019
Q3 | $383K | Buy |
+2,570
| New | +$383K | 0.07% | 252 |
|