Congress Wealth Management’s DexCom DXCM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-148,679
| Closed | -$10.2M | – | 1188 |
|
|
2025
Q1 | $10.2M | Sell |
148,679
-20,659
| -12% | -$1.41M | 0.12% | 198 |
|
|
2024
Q4 | $13.2M | Buy |
169,338
+151,796
| +865% | +$11.8M | 0.18% | 165 |
|
|
2024
Q3 | $1.18M | Sell |
17,542
-159,296
| -90% | -$10.7M | 0.02% | 496 |
|
|
2024
Q2 | $20M | Buy |
176,838
+8,181
| +5% | +$928K | 0.32% | 79 |
|
|
2024
Q1 | $23.4M | Buy |
168,657
+952
| +0.6% | +$132K | 0.4% | 59 |
|
|
2023
Q4 | $20.8M | Buy |
167,705
+141,065
| +530% | +$17.5M | 0.38% | 55 |
|
|
2023
Q3 | $2.49M | Sell |
26,640
-2,174
| -8% | -$203K | 0.05% | 277 |
|
|
2023
Q2 | $3.7M | Sell |
28,814
-318
| -1% | -$40.9K | 0.09% | 221 |
|
|
2023
Q1 | $3.38M | Sell |
29,132
-4,267
| -13% | -$496K | 0.08% | 225 |
|
|
2022
Q4 | $3.78M | Sell |
33,399
-4,397
| -12% | -$498K | 0.1% | 203 |
|
|
2022
Q3 | $3.04M | Sell |
37,796
-12,256
| -24% | -$987K | 0.08% | 231 |
|
|
2022
Q2 | $3.73M | Sell |
50,052
-13,588
| -21% | -$1.01M | 0.1% | 216 |
|
|
2022
Q1 | $8.14M | Buy |
63,640
+188
| +0.3% | +$24K | 0.18% | 164 |
|
|
2021
Q4 | $8.52M | Buy |
+63,452
| New | +$8.52M | 0.17% | 169 |
|