EP Wealth Advisors’s DexCom DXCM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,541
| Closed | -$288K | – | 1188 |
|
|
2024
Q2 | $288K | Hold |
2,541
| – | – | ﹤0.01% | 667 |
|
|
2024
Q1 | $352K | Sell |
2,541
-126
| -5% | -$17.5K | ﹤0.01% | 586 |
|
|
2023
Q4 | $331K | Sell |
2,667
-197
| -7% | -$24.4K | ﹤0.01% | 591 |
|
|
2023
Q3 | $267K | Sell |
2,864
-14,646
| -84% | -$1.37M | ﹤0.01% | 583 |
|
|
2023
Q2 | $272K | Buy |
17,510
+6,236
| +55% | +$97K | ﹤0.01% | 583 |
|
|
2023
Q1 | $831K | Buy |
11,274
+9,384
| +497% | +$691K | 0.01% | 329 |
|
|
2022
Q4 | $214K | Buy |
+1,890
| New | +$214K | ﹤0.01% | 538 |
|
|
2022
Q3 | – | Sell |
-4,400
| Closed | -$328K | – | 413 |
|
|
2022
Q2 | $328K | Sell |
4,400
-116
| -3% | -$8.65K | 0.01% | 460 |
|
|
2022
Q1 | $578K | Sell |
4,516
-20
| -0.4% | -$2.56K | 0.01% | 354 |
|
|
2021
Q4 | $609K | Buy |
4,536
+1,764
| +64% | +$237K | 0.01% | 324 |
|
|
2021
Q3 | $379K | Sell |
2,772
-112
| -4% | -$15.3K | 0.01% | 384 |
|
|
2021
Q2 | $308K | Sell |
2,884
-112
| -4% | -$12K | 0.01% | 437 |
|
|
2021
Q1 | $269K | Buy |
2,996
+636
| +27% | +$57.1K | 0.01% | 421 |
|
|
2020
Q4 | $218K | Buy |
2,360
+128
| +6% | +$11.8K | 0.01% | 393 |
|
|
2020
Q3 | $230K | Buy |
2,232
+160
| +8% | +$16.5K | 0.01% | 323 |
|
|
2020
Q2 | $210K | Buy |
+2,072
| New | +$210K | 0.01% | 350 |
|
|
2020
Q1 | – | Sell |
-4,252
| Closed | -$233K | – | 388 |
|
|
2019
Q4 | $233K | Buy |
+4,252
| New | +$233K | 0.01% | 370 |
|