Creative 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 | $6.74M | Buy |
77,230
+3,713
| +5% | +$324K | 0.01% | 659 |
|
|
2025
Q1 | $5.02M | Buy |
73,517
+2,279
| +3% | +$156K | ﹤0.01% | 704 |
|
|
2024
Q4 | $5.54M | Buy |
71,238
+11,665
| +20% | +$907K | 0.01% | 629 |
|
|
2024
Q3 | $3.99M | Buy |
59,573
+10,880
| +22% | +$729K | ﹤0.01% | 729 |
|
|
2024
Q2 | $5.52M | Buy |
48,693
+2,271
| +5% | +$257K | 0.01% | 575 |
|
|
2024
Q1 | $6.44M | Buy |
46,422
+6,148
| +15% | +$853K | 0.01% | 533 |
|
|
2023
Q4 | $5M | Buy |
40,274
+2,416
| +6% | +$300K | 0.01% | 565 |
|
|
2023
Q3 | $3.53M | Buy |
37,858
+1,079
| +3% | +$101K | ﹤0.01% | 632 |
|
|
2023
Q2 | $4.73M | Buy |
36,779
+2,204
| +6% | +$283K | 0.01% | 539 |
|
|
2023
Q1 | $4.02M | Buy |
34,575
+2,038
| +6% | +$237K | 0.01% | 560 |
|
|
2022
Q4 | $3.68M | Buy |
32,537
+3,952
| +14% | +$448K | 0.01% | 553 |
|
|
2022
Q3 | $2.3M | Buy |
28,585
+2,827
| +11% | +$228K | ﹤0.01% | 654 |
|
|
2022
Q2 | $1.92M | Buy |
25,758
+1,446
| +6% | +$108K | ﹤0.01% | 729 |
|
|
2022
Q1 | $3.11M | Buy |
24,312
+4,296
| +21% | +$550K | ﹤0.01% | 586 |
|
|
2021
Q4 | $2.69M | Buy |
20,016
+352
| +2% | +$47.3K | ﹤0.01% | 600 |
|
|
2021
Q3 | $2.69M | Sell |
19,664
-3,372
| -15% | -$461K | ﹤0.01% | 591 |
|
|
2021
Q2 | $2.46M | Buy |
23,036
+1,684
| +8% | +$180K | ﹤0.01% | 604 |
|
|
2021
Q1 | $1.92M | Sell |
21,352
-11,816
| -36% | -$1.06M | ﹤0.01% | 744 |
|
|
2020
Q4 | $3.07M | Sell |
33,168
-7,632
| -19% | -$705K | 0.01% | 503 |
|
|
2020
Q3 | $4.21M | Sell |
40,800
-112
| -0.3% | -$11.5K | 0.01% | 337 |
|
|
2020
Q2 | $4.15M | Buy |
40,912
+5,768
| +16% | +$585K | 0.01% | 313 |
|
|
2020
Q1 | $2.37M | Buy |
35,144
+2,120
| +6% | +$143K | 0.01% | 381 |
|
|
2019
Q4 | $1.81M | Sell |
33,024
-1,640
| -5% | -$89.7K | 0.01% | 547 |
|
|
2019
Q3 | $1.29M | Buy |
34,664
+1,096
| +3% | +$40.9K | ﹤0.01% | 649 |
|
|
2019
Q2 | $1.26M | Sell |
33,568
-8,216
| -20% | -$308K | ﹤0.01% | 669 |
|
|
2019
Q1 | $1.24M | Buy |
41,784
+2,048
| +5% | +$61K | ﹤0.01% | 635 |
|
|
2018
Q4 | $1.19M | Sell |
39,736
-2,128
| -5% | -$63.7K | ﹤0.01% | 604 |
|
|
2018
Q3 | $1.5M | Buy |
41,864
+2,636
| +7% | +$94.3K | 0.01% | 572 |
|
|
2018
Q2 | $931K | Sell |
39,228
-1,420
| -3% | -$33.7K | ﹤0.01% | 773 |
|
|
2018
Q1 | $754K | Buy |
+40,648
| New | +$754K | ﹤0.01% | 870 |
|
|
2017
Q3 | – | Sell |
-1,888
| Closed | -$35K | – | 2299 |
|
|
2017
Q2 | $35K | Buy |
1,888
+368
| +24% | +$6.82K | ﹤0.01% | 2770 |
|
|
2017
Q1 | $32K | Hold |
1,520
| – | – | ﹤0.01% | 2761 |
|
|
2016
Q4 | $23K | Buy |
1,520
+140
| +10% | +$2.12K | ﹤0.01% | 2945 |
|
|
2016
Q3 | $30K | Buy |
1,380
+1,148
| +495% | +$25K | ﹤0.01% | 2704 |
|
|
2016
Q2 | $5K | Hold |
232
| – | – | ﹤0.01% | 3557 |
|
|
2016
Q1 | $4K | Sell |
232
-1,588
| -87% | -$27.4K | ﹤0.01% | 3628 |
|
|
2015
Q4 | $37K | Buy |
1,820
+152
| +9% | +$3.09K | ﹤0.01% | 2332 |
|
|
2015
Q3 | $36K | Buy |
+1,668
| New | +$36K | ﹤0.01% | 2282 |
|
|
2015
Q2 | – | Sell |
-1,400
| Closed | -$22K | – | 1522 |
|
|
2015
Q1 | $22K | Buy |
+1,400
| New | +$22K | ﹤0.01% | 2617 |
|