Avitas 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
Q4 | $490K | Sell |
6,297
-178
| -3% | -$13.8K | 0.07% | 156 |
|
|
2024
Q3 | $434K | Buy |
6,475
+1,086
| +20% | +$72.8K | 0.06% | 170 |
|
|
2024
Q2 | $611K | Sell |
5,389
-309
| -5% | -$35K | 0.09% | 155 |
|
|
2024
Q1 | $790K | Sell |
5,698
-63
| -1% | -$8.74K | 0.12% | 153 |
|
|
2023
Q4 | $715K | Sell |
5,761
-31
| -0.5% | -$3.85K | 0.12% | 146 |
|
|
2023
Q3 | $540K | Buy |
5,792
+828
| +17% | +$77.3K | 0.1% | 157 |
|
|
2023
Q2 | $638K | Sell |
4,964
-74
| -1% | -$9.51K | 0.12% | 141 |
|
|
2023
Q1 | $585K | Sell |
5,038
-193
| -4% | -$22.4K | 0.11% | 148 |
|
|
2022
Q4 | $592K | Sell |
5,231
-30
| -0.6% | -$3.4K | 0.13% | 133 |
|
|
2022
Q3 | $424K | Sell |
5,261
-1,491
| -22% | -$120K | 0.1% | 144 |
|
|
2022
Q2 | $503K | Sell |
6,752
-144
| -2% | -$10.7K | 0.11% | 144 |
|
|
2022
Q1 | $882K | Sell |
6,896
-7,376
| -52% | -$943K | 0.16% | 133 |
|
|
2021
Q4 | $1.92M | Buy |
14,272
+452
| +3% | +$60.7K | 0.32% | 97 |
|
|
2021
Q3 | $1.89M | Sell |
13,820
-148
| -1% | -$20.2K | 0.34% | 106 |
|
|
2021
Q2 | $1.49M | Buy |
13,968
+480
| +4% | +$51.2K | 0.27% | 118 |
|
|
2021
Q1 | $1.21M | Buy |
13,488
+288
| +2% | +$25.9K | 0.24% | 124 |
|
|
2020
Q4 | $1.22M | Buy |
13,200
+2,560
| +24% | +$237K | 0.25% | 127 |
|
|
2020
Q3 | $1.1M | Buy |
10,640
+532
| +5% | +$54.9K | 0.31% | 111 |
|
|
2020
Q2 | $1.02M | Sell |
10,108
-1,844
| -15% | -$187K | 0.34% | 96 |
|
|
2020
Q1 | $805K | Sell |
11,952
-4,952
| -29% | -$334K | 0.37% | 83 |
|
|
2019
Q4 | $924K | Sell |
16,904
-40
| -0.2% | -$2.19K | 0.24% | 115 |
|
|
2019
Q3 | $632K | Buy |
+16,944
| New | +$632K | 0.17% | 129 |
|