Center for Financial Planning’s DexCom DXCM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Buy |
2,973
+1,243
| +72% | +$109K | 0.03% | 144 |
|
|
2025
Q1 | $118K | Sell |
1,730
-200
| -10% | -$13.7K | 0.02% | 189 |
|
|
2024
Q4 | $150K | Hold |
1,930
| – | – | 0.02% | 169 |
|
|
2024
Q3 | $129K | Hold |
1,930
| – | – | 0.02% | 168 |
|
|
2024
Q2 | $219K | Hold |
1,930
| – | – | 0.03% | 138 |
|
|
2024
Q1 | $268K | Buy |
1,930
+1,530
| +383% | +$212K | 0.04% | 130 |
|
|
2023
Q4 | $49.6K | Hold |
400
| – | – | 0.01% | 220 |
|
|
2023
Q3 | $37.3K | Hold |
400
| – | – | 0.01% | 240 |
|
|
2023
Q2 | $51.4K | Buy |
+400
| New | +$51.4K | 0.01% | 227 |
|