Clearstead Advisors’s DexCom DXCM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Buy |
2,661
+1,883
| +242% | +$164K | ﹤0.01% | 845 |
|
|
2025
Q1 | $53.1K | Sell |
778
-428
| -35% | -$29.2K | ﹤0.01% | 1156 |
|
|
2024
Q4 | $93.8K | Sell |
1,206
-129
| -10% | -$10K | ﹤0.01% | 1039 |
|
|
2024
Q3 | $89.5K | Sell |
1,335
-675
| -34% | -$45.3K | ﹤0.01% | 1056 |
|
|
2024
Q2 | $228K | Buy |
2,010
+184
| +10% | +$20.9K | ﹤0.01% | 783 |
|
|
2024
Q1 | $228K | Buy |
1,826
+19
| +1% | +$2.37K | 0.01% | 447 |
|
|
2023
Q4 | $224K | Sell |
1,807
-1,707
| -49% | -$212K | 0.01% | 440 |
|
|
2023
Q3 | $328K | Buy |
3,514
+1,697
| +93% | +$158K | 0.01% | 469 |
|
|
2023
Q2 | $234K | Buy |
1,817
+1,235
| +212% | +$159K | 0.01% | 410 |
|
|
2023
Q1 | $67.6K | Buy |
582
+48
| +9% | +$5.58K | ﹤0.01% | 592 |
|
|
2022
Q4 | $60.5K | Buy |
534
+52
| +11% | +$5.89K | ﹤0.01% | 597 |
|
|
2022
Q3 | $39K | Hold |
482
| – | – | ﹤0.01% | 655 |
|
|
2022
Q2 | $36K | Buy |
482
+50
| +12% | +$3.73K | ﹤0.01% | 686 |
|
|
2022
Q1 | $55K | Hold |
432
| – | – | ﹤0.01% | 656 |
|
|
2021
Q4 | $58K | Sell |
432
-228
| -35% | -$30.6K | ﹤0.01% | 628 |
|
|
2021
Q3 | $90K | Buy |
660
+228
| +53% | +$31.1K | 0.01% | 503 |
|
|
2021
Q2 | $46K | Hold |
432
| – | – | ﹤0.01% | 569 |
|
|
2021
Q1 | $39K | Hold |
432
| – | – | ﹤0.01% | 579 |
|
|
2020
Q4 | $40K | Sell |
432
-48
| -10% | -$4.44K | ﹤0.01% | 538 |
|
|
2020
Q3 | $49K | Buy |
480
+80
| +20% | +$8.17K | 0.01% | 468 |
|
|
2020
Q2 | $41K | Hold |
400
| – | – | ﹤0.01% | 452 |
|
|
2020
Q1 | $27K | Buy |
+400
| New | +$27K | ﹤0.01% | 472 |
|