HighMark Wealth Management’s Tandem Diabetes Care TNDM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$654K	Sell	34,120 -1,000	-3%	-$21.7K	0.27%	45
2025 Q4	$772K	Buy	35,120 +11,550	+49%	+$208K	0.31%	42
2025 Q3	$286K	Sell	23,570 -100	-0.4%	-$1.35K	0.13%	65
2025 Q2	$441K	Sell	23,670 -1,500	-6%	-$29.7K	0.22%	54
2025 Q1	$482K	Hold	25,170	–	–	0.28%	35
2024 Q4	$907K	Sell	25,170 -2,000	-7%	-$67.7K	0.52%	24
2024 Q3	$1.15M	Hold	27,170	–	–	0.63%	23
2024 Q2	$1.09M	Hold	27,170	–	–	0.66%	20
2024 Q1	$962K	Hold	27,170	–	–	0.6%	19
2023 Q4	$804K	Hold	27,170	–	–	0.59%	20
2023 Q3	$564K	Buy	27,170 +2,870	+12%	+$78.8K	0.47%	22
2023 Q2	$596K	Buy	24,300 +925	+4%	+$29.8K	0.45%	26
2023 Q1	$949K	Hold	23,375	–	–	0.74%	21
2022 Q4	$1.05M	Hold	23,375	–	–	0.79%	20
2022 Q3	$1.12M	Hold	23,375	–	–	0.95%	14
2022 Q2	$1.38M	Hold	23,375	–	–	1.11%	12
2022 Q1	$2.72M	Hold	23,375	–	–	1.82%	8
2021 Q4	$3.52M	Sell	23,375 -243	-1%	-$32.8K	2.23%	9
2021 Q3	$2.82M	Buy	23,618 +15	+0.1%	+$1.65K	2.08%	9
2021 Q2	$2.3M	Buy	23,603 +34	+0.1%	+$3.03K	1.69%	12
2021 Q1	$2.08M	Sell	23,569 -767	-3%	-$71.3K	1.66%	10
2020 Q4	$2.33M	Buy	24,336 +9	+0%	+$928	2%	9
2020 Q3	$2.76M	Buy	24,327 +851	+4%	+$89.4K	2.49%	10
2020 Q2	$2.32M	Buy	23,476 +101	+0.4%	+$8.06K	2.55%	8
2020 Q1	$1.5M	Hold	23,375	–	–	1.82%	8
2019 Q4	$1.39M	Buy	+23,375	New	+$1.44M	1.49%	7