Integrated Wealth Concepts’s DexCom DXCM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $383K | Buy |
4,391
+1,062
| +32% | +$92.7K | ﹤0.01% | 1423 |
|
|
2025
Q1 | $227K | Buy |
3,329
+196
| +6% | +$13.4K | ﹤0.01% | 1560 |
|
|
2024
Q4 | $244K | Buy |
+3,133
| New | +$244K | ﹤0.01% | 1495 |
|
|
2024
Q3 | – | Sell |
-4,362
| Closed | -$495K | – | 1696 |
|
|
2024
Q2 | $495K | Sell |
4,362
-1,276
| -23% | -$145K | 0.01% | 1058 |
|
|
2024
Q1 | $782K | Sell |
5,638
-129
| -2% | -$17.9K | 0.01% | 860 |
|
|
2023
Q4 | $716K | Buy |
5,767
+75
| +1% | +$9.31K | 0.01% | 857 |
|
|
2023
Q3 | $531K | Buy |
5,692
+1,164
| +26% | +$109K | 0.01% | 962 |
|
|
2023
Q2 | $582K | Buy |
4,528
+148
| +3% | +$19K | 0.01% | 921 |
|
|
2023
Q1 | $509K | Buy |
4,380
+1,033
| +31% | +$120K | 0.01% | 849 |
|
|
2022
Q4 | $379K | Buy |
3,347
+5
| +0.1% | +$566 | 0.01% | 740 |
|
|
2022
Q3 | $269K | Buy |
+3,342
| New | +$269K | 0.01% | 770 |
|
|
2022
Q2 | – | Sell |
-4,840
| Closed | -$619K | – | 998 |
|
|
2022
Q1 | $619K | Sell |
4,840
-5,000
| -51% | -$639K | 0.02% | 524 |
|
|
2021
Q4 | $1.32M | Sell |
9,840
-108
| -1% | -$14.5K | 0.04% | 343 |
|
|
2021
Q3 | $1.36M | Sell |
9,948
-548
| -5% | -$74.9K | 0.04% | 319 |
|
|
2021
Q2 | $1.12M | Buy |
+10,496
| New | +$1.12M | 0.04% | 332 |
|