Carson Wealth (CWM LLC)’s DexCom DXCM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.3M | Sell |
163,282
-2,862
| -2% | -$250K | 0.05% | 310 |
|
|
2025
Q1 | $11.3M | Buy |
166,144
+3,897
| +2% | +$266K | 0.05% | 324 |
|
|
2024
Q4 | $12.6M | Buy |
162,247
+42,211
| +35% | +$3.28M | 0.05% | 274 |
|
|
2024
Q3 | $8.05M | Sell |
120,036
-20,301
| -14% | -$1.36M | 0.03% | 350 |
|
|
2024
Q2 | $15.9M | Sell |
140,337
-5,529
| -4% | -$627K | 0.08% | 232 |
|
|
2024
Q1 | $20.2M | Sell |
145,866
-2,303
| -2% | -$319K | 0.1% | 198 |
|
|
2023
Q4 | $18.4M | Buy |
148,169
+1,976
| +1% | +$245K | 0.1% | 196 |
|
|
2023
Q3 | $13.6M | Buy |
146,193
+140,633
| +2,529% | +$13.1M | 0.08% | 199 |
|
|
2023
Q2 | $715K | Buy |
5,560
+551
| +11% | +$70.9K | ﹤0.01% | 826 |
|
|
2023
Q1 | $582K | Buy |
5,009
+363
| +8% | +$42.2K | ﹤0.01% | 839 |
|
|
2022
Q4 | $526K | Buy |
4,646
+633
| +16% | +$71.7K | ﹤0.01% | 789 |
|
|
2022
Q3 | $323K | Buy |
4,013
+1,212
| +43% | +$97.6K | ﹤0.01% | 884 |
|
|
2022
Q2 | $209K | Buy |
2,801
+757
| +37% | +$56.5K | ﹤0.01% | 1030 |
|
|
2022
Q1 | $261K | Buy |
2,044
+904
| +79% | +$115K | ﹤0.01% | 935 |
|
|
2021
Q4 | $153K | Buy |
+1,140
| New | +$153K | ﹤0.01% | 1131 |
|
|
2021
Q2 | $38K | Hold |
360
| – | – | ﹤0.01% | 1512 |
|
|
2021
Q1 | $38K | Hold |
360
| – | – | ﹤0.01% | 1512 |
|
|
2020
Q4 | $38K | Hold |
360
| – | – | ﹤0.01% | 1512 |
|
|
2020
Q3 | $38K | Hold |
360
| – | – | ﹤0.01% | 1512 |
|
|
2020
Q2 | $38K | Hold |
360
| – | – | ﹤0.01% | 1512 |
|
|
2020
Q1 | $38K | Hold |
360
| – | – | ﹤0.01% | 1512 |
|
|
2019
Q4 | $38K | Hold |
360
| – | – | ﹤0.01% | 1512 |
|
|
2019
Q3 | $38K | Hold |
360
| – | – | ﹤0.01% | 1512 |
|
|
2019
Q2 | $38K | Hold |
360
| – | – | ﹤0.01% | 1512 |
|
|
2019
Q1 | $38K | Sell |
360
-130,320
| -100% | -$13.8M | ﹤0.01% | 1512 |
|
|
2018
Q4 | $3.91M | Buy |
130,680
+26,816
| +26% | +$803K | 0.1% | 179 |
|
|
2018
Q3 | $3.71M | Sell |
103,864
-37,020
| -26% | -$1.32M | 0.09% | 193 |
|
|
2018
Q2 | $3.35M | Sell |
140,884
-71,368
| -34% | -$1.69M | 0.11% | 155 |
|
|
2018
Q1 | $3.94M | Sell |
212,252
-8,228
| -4% | -$153K | 0.16% | 114 |
|
|
2017
Q4 | $3.16M | Buy |
220,480
+120,696
| +121% | +$1.73M | 0.14% | 123 |
|
|
2017
Q3 | $1.22M | Buy |
+99,784
| New | +$1.22M | 0.06% | 189 |
|