Avitas Wealth Management’s DexCom DXCM Stock Holding History

Avitas Wealth Management’s Portfolio DXCM Stock Details DXCM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$490K	Sell	6,297 -178	-3%	-$13.2K	0.07%	156
2024 Q3	$434K	Buy	6,475 +1,086	+20%	+$89.2K	0.06%	170
2024 Q2	$611K	Sell	5,389 -309	-5%	-$39.1K	0.09%	155
2024 Q1	$790K	Sell	5,698 -63	-1%	-$7.92K	0.12%	153
2023 Q4	$715K	Sell	5,761 -31	-0.5%	-$3.17K	0.12%	146
2023 Q3	$540K	Buy	5,792 +828	+17%	+$93.3K	0.1%	157
2023 Q2	$638K	Sell	4,964 -74	-1%	-$8.95K	0.12%	141
2023 Q1	$585K	Sell	5,038 -193	-4%	-$21.6K	0.11%	148
2022 Q4	$592K	Sell	5,231 -30	-0.6%	-$3.29K	0.13%	133
2022 Q3	$424K	Sell	5,261 -1,491	-22%	-$126K	0.1%	144
2022 Q2	$503K	Sell	6,752 -144	-2%	-$13.1K	0.11%	144
2022 Q1	$882K	Sell	6,896 -7,376	-52%	-$807K	0.16%	133
2021 Q4	$1.92M	Buy	14,272 +452	+3%	+$65K	0.32%	97
2021 Q3	$1.89M	Sell	13,820 -148	-1%	-$18.7K	0.34%	106
2021 Q2	$1.49M	Buy	13,968 +480	+4%	+$46.1K	0.27%	118
2021 Q1	$1.21M	Buy	13,488 +288	+2%	+$27K	0.24%	124
2020 Q4	$1.22M	Buy	13,200 +2,560	+24%	+$229K	0.25%	127
2020 Q3	$1.1M	Buy	10,640 +532	+5%	+$55.6K	0.31%	111
2020 Q2	$1.02M	Sell	10,108 -1,844	-15%	-$165K	0.34%	96
2020 Q1	$805K	Sell	11,952 -4,952	-29%	-$308K	0.37%	83
2019 Q4	$924K	Sell	16,904 -40	-0.2%	-$1.9K	0.24%	115
2019 Q3	$632K	Buy	+16,944	New	+$658K	0.17%	129

Other funds holding DXCM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Sands Capital Management

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Jennison Associates

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return