HWM
HighMark Wealth Management’s DexCom DXCM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $249K | Sell |
2,848
-78
| -3% | -$6.81K | 0.12% | 62 |
|
|
2025
Q1 | $200K | Hold |
2,926
| – | – | 0.12% | 56 |
|
|
2024
Q4 | $228K | Hold |
2,926
| – | – | 0.13% | 50 |
|
|
2024
Q3 | $196K | Sell |
2,926
-110
| -4% | -$7.37K | 0.11% | 66 |
|
|
2024
Q2 | $344K | Buy |
3,036
+16
| +0.5% | +$1.81K | 0.21% | 46 |
|
|
2024
Q1 | $419K | Sell |
3,020
-38
| -1% | -$5.27K | 0.26% | 40 |
|
|
2023
Q4 | $379K | Sell |
3,058
-151
| -5% | -$18.7K | 0.28% | 39 |
|
|
2023
Q3 | $299K | Buy |
3,209
+230
| +8% | +$21.5K | 0.25% | 40 |
|
|
2023
Q2 | $383K | Hold |
2,979
| – | – | 0.29% | 35 |
|
|
2023
Q1 | $346K | Hold |
2,979
| – | – | 0.27% | 38 |
|
|
2022
Q4 | $337K | Sell |
2,979
-56
| -2% | -$6.34K | 0.25% | 35 |
|
|
2022
Q3 | $244K | Buy |
3,035
+3
| +0.1% | +$241 | 0.21% | 38 |
|
|
2022
Q2 | $226K | Buy |
3,032
+2,274
| +300% | +$170K | 0.18% | 41 |
|
|
2022
Q1 | $388K | Buy |
758
+1
| +0.1% | +$512 | 0.26% | 32 |
|
|
2021
Q4 | $406K | Buy |
757
+2
| +0.3% | +$1.07K | 0.26% | 36 |
|
|
2021
Q3 | $413K | Sell |
755
-9
| -1% | -$4.92K | 0.3% | 34 |
|
|
2021
Q2 | $326K | Hold |
764
| – | – | 0.24% | 37 |
|
|
2021
Q1 | $275K | Hold |
764
| – | – | 0.22% | 37 |
|
|
2020
Q4 | $282K | Sell |
764
-13
| -2% | -$4.8K | 0.24% | 34 |
|
|
2020
Q3 | $320K | Hold |
777
| – | – | 0.29% | 29 |
|
|
2020
Q2 | $315K | Sell |
777
-333
| -30% | -$135K | 0.35% | 28 |
|
|
2020
Q1 | $298K | Hold |
1,110
| – | – | 0.36% | 22 |
|
|
2019
Q4 | $242K | Buy |
+1,110
| New | +$242K | 0.26% | 33 |
|