Heritage 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 | $195K | Hold |
2,236
| – | – | 0.01% | 208 |
|
|
2025
Q1 | $153K | Hold |
2,236
| – | – | 0.01% | 219 |
|
|
2024
Q4 | $174K | Hold |
2,236
| – | – | 0.01% | 213 |
|
|
2024
Q3 | $150K | Hold |
2,236
| – | – | 0.01% | 233 |
|
|
2024
Q2 | $254K | Hold |
2,236
| – | – | 0.01% | 183 |
|
|
2024
Q1 | $310K | Hold |
2,236
| – | – | 0.01% | 173 |
|
|
2023
Q4 | $277K | Hold |
2,236
| – | – | 0.01% | 185 |
|
|
2023
Q3 | $209K | Sell |
2,236
-380
| -15% | -$35.5K | 0.01% | 198 |
|
|
2023
Q2 | $336K | Hold |
2,616
| – | – | 0.02% | 163 |
|
|
2023
Q1 | $304K | Hold |
2,616
| – | – | 0.02% | 172 |
|
|
2022
Q4 | $296K | Sell |
2,616
-320
| -11% | -$36.2K | 0.02% | 172 |
|
|
2022
Q3 | $236K | Buy |
2,936
+2,072
| +240% | +$167K | 0.02% | 184 |
|
|
2022
Q2 | $64K | Buy |
+864
| New | +$64K | ﹤0.01% | 303 |
|