EverSource Wealth 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
$99.2K Sell
1,136
-86
-7% -$7.51K ﹤0.01% 1205
2025
Q1
$83.5K Buy
1,222
+525
+75% +$35.9K ﹤0.01% 984
2024
Q4
$54.2K Buy
697
+27
+4% +$2.1K ﹤0.01% 1154
2024
Q3
$44.9K Sell
670
-394
-37% -$26.4K ﹤0.01% 1117
2024
Q2
$72.2K Sell
1,064
-24
-2% -$1.63K ﹤0.01% 926
2024
Q1
$139K Buy
1,088
+17
+2% +$2.17K 0.01% 599
2023
Q4
$133K Buy
1,071
+98
+10% +$12.2K 0.01% 546
2023
Q3
$90.7K Sell
973
-5
-0.5% -$466 0.01% 604
2023
Q2
$126K Buy
978
+35
+4% +$4.5K 0.01% 501
2023
Q1
$110K Sell
943
-3
-0.3% -$349 0.01% 512
2022
Q4
$107K Buy
946
+16
+2% +$1.81K 0.02% 488
2022
Q3
$75K Buy
930
+845
+994% +$68.1K 0.02% 516
2022
Q2
$7K Buy
85
+17
+25% +$1.4K ﹤0.01% 1149
2022
Q1
$9K Sell
68
-68
-50% -$9K ﹤0.01% 1007
2021
Q4
$18K Buy
+136
New +$18K 0.01% 728