FMWA
Forvis Mazars Wealth Advisors’s DexCom DXCM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Sell |
15,713
-1,768
| -10% | -$154K | 0.03% | 183 |
|
|
2025
Q1 | $1.19M | Hold |
17,481
| – | – | 0.03% | 193 |
|
|
2024
Q4 | $1.36M | Buy |
17,481
+118
| +0.7% | +$9.18K | 0.03% | 190 |
|
|
2024
Q3 | $1.16M | Buy |
17,363
+680
| +4% | +$45.6K | 0.03% | 215 |
|
|
2024
Q2 | $1.89M | Sell |
16,683
-5
| -0% | -$567 | 0.05% | 167 |
|
|
2024
Q1 | $2.31M | Buy |
16,688
+307
| +2% | +$42.6K | 0.06% | 149 |
|
|
2023
Q4 | $2.03M | Buy |
16,381
+110
| +0.7% | +$13.7K | 0.06% | 154 |
|
|
2023
Q3 | $1.52M | Sell |
16,271
-17
| -0.1% | -$1.59K | 0.05% | 173 |
|
|
2023
Q2 | $2.09M | Hold |
16,288
| – | – | 0.06% | 157 |
|
|
2023
Q1 | $1.89M | Buy |
16,288
+2
| +0% | +$232 | 0.06% | 155 |
|
|
2022
Q4 | $1.84M | Buy |
16,286
+25
| +0.2% | +$2.83K | 0.06% | 152 |
|
|
2022
Q3 | $1.31M | Sell |
16,261
-67
| -0.4% | -$5.4K | 0.05% | 176 |
|
|
2022
Q2 | $1.22M | Buy |
16,328
+12,258
| +301% | +$914K | 0.05% | 172 |
|
|
2022
Q1 | $2.08M | Hold |
4,070
| – | – | 0.09% | 106 |
|
|
2021
Q4 | $2.19M | Sell |
4,070
-1
| -0% | -$537 | 0.09% | 96 |
|
|
2021
Q3 | $2.23M | Buy |
4,071
+2
| +0% | +$1.09K | 0.1% | 91 |
|
|
2021
Q2 | $1.74M | Sell |
4,069
-2
| -0% | -$854 | 0.08% | 104 |
|
|
2021
Q1 | $1.46M | Sell |
4,071
-163
| -4% | -$58.6K | 0.07% | 111 |
|
|
2020
Q4 | $1.57M | Sell |
4,234
-48
| -1% | -$17.7K | 0.08% | 118 |
|
|
2020
Q3 | $1.77M | Buy |
4,282
+32
| +0.8% | +$13.2K | 0.1% | 97 |
|
|
2020
Q2 | $1.72M | Buy |
4,250
+47
| +1% | +$19.1K | 0.11% | 94 |
|
|
2020
Q1 | $1.13M | Sell |
4,203
-3
| -0.1% | -$808 | 0.09% | 102 |
|
|
2019
Q4 | $920K | Buy |
4,206
+57
| +1% | +$12.5K | 0.07% | 122 |
|
|
2019
Q3 | $619K | Hold |
4,149
| – | – | 0.05% | 142 |
|
|
2019
Q2 | $622K | Buy |
4,149
+4
| +0.1% | +$600 | 0.05% | 142 |
|
|
2019
Q1 | $494K | Hold |
4,145
| – | – | 0.04% | 164 |
|
|
2018
Q4 | $497K | Sell |
4,145
-19
| -0.5% | -$2.28K | 0.05% | 137 |
|
|
2018
Q3 | $596K | Hold |
4,164
| – | – | 0.05% | 132 |
|
|
2018
Q2 | $395K | Sell |
4,164
-65
| -2% | -$6.17K | 0.04% | 171 |
|
|
2018
Q1 | $314K | Buy |
4,229
+75
| +2% | +$5.57K | 0.03% | 190 |
|
|
2017
Q4 | $238K | Buy |
4,154
+55
| +1% | +$3.15K | 0.02% | 224 |
|
|
2017
Q3 | $201K | Buy |
+4,099
| New | +$201K | 0.02% | 219 |
|
|
2014
Q2 | – | Sell |
-5,000
| Closed | -$207K | – | 145 |
|
|
2014
Q1 | $207K | Buy |
+5,000
| New | +$207K | 0.04% | 152 |
|