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 |
|