J.P. Morgan Private Wealth Advisors’s DexCom DXCM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $4.7M | Buy |
+50,384
| New | +$4.7M | 0.01% | 514 |
|
2023
Q2 | – | Sell |
-44,699
| Closed | -$5.19M | – | 1598 |
|
2023
Q1 | $5.19M | Buy |
44,699
+656
| +1% | +$76.2K | 0.01% | 575 |
|
2022
Q4 | $4.99M | Sell |
44,043
-1,364
| -3% | -$154K | 0.01% | 577 |
|
2022
Q3 | $3.66M | Sell |
45,407
-1,803
| -4% | -$145K | 0.01% | 641 |
|
2022
Q2 | $3.52M | Sell |
47,210
-16,598
| -26% | -$1.24M | 0.01% | 669 |
|
2022
Q1 | $8.16M | Sell |
63,808
-1,124
| -2% | -$144K | 0.02% | 496 |
|
2021
Q4 | $8.72M | Buy |
64,932
+4,408
| +7% | +$592K | 0.02% | 466 |
|
2021
Q3 | $8.28M | Buy |
60,524
+5,768
| +11% | +$789K | 0.02% | 466 |
|
2021
Q2 | $5.85M | Buy |
54,756
+6,364
| +13% | +$679K | 0.02% | 550 |
|
2021
Q1 | $4.35M | Sell |
48,392
-1,872
| -4% | -$168K | 0.01% | 547 |
|
2020
Q4 | $4.65M | Buy |
50,264
+6,756
| +16% | +$624K | 0.02% | 503 |
|
2020
Q3 | $4.48M | Buy |
43,508
+26,964
| +163% | +$2.78M | 0.02% | 452 |
|
2020
Q2 | $1.68M | Buy |
16,544
+4,076
| +33% | +$413K | 0.01% | 635 |
|
2020
Q1 | $839K | Buy |
12,468
+224
| +2% | +$15.1K | ﹤0.01% | 765 |
|
2019
Q4 | $670K | Sell |
12,244
-1,928
| -14% | -$106K | ﹤0.01% | 939 |
|
2019
Q3 | $529K | Buy |
14,172
+1,800
| +15% | +$67.2K | ﹤0.01% | 984 |
|
2019
Q2 | $463K | Buy |
12,372
+400
| +3% | +$15K | ﹤0.01% | 1023 |
|
2019
Q1 | $356K | Sell |
11,972
-784
| -6% | -$23.3K | ﹤0.01% | 1144 |
|
2018
Q4 | $382K | Buy |
12,756
+680
| +6% | +$20.4K | ﹤0.01% | 1061 |
|
2018
Q3 | $432K | Sell |
12,076
-260
| -2% | -$9.3K | ﹤0.01% | 1125 |
|
2018
Q2 | $293K | Buy |
+12,336
| New | +$293K | ﹤0.01% | 1215 |
|
2017
Q3 | – | Sell |
-10,956
| Closed | -$200K | – | 1252 |
|
2017
Q2 | $200K | Sell |
10,956
-996
| -8% | -$18.2K | ﹤0.01% | 1151 |
|
2017
Q1 | $253K | Sell |
11,952
-25,004
| -68% | -$529K | ﹤0.01% | 1150 |
|
2016
Q4 | $551K | Sell |
36,956
-2,384
| -6% | -$35.5K | ﹤0.01% | 769 |
|
2016
Q3 | $862K | Sell |
39,340
-1,524
| -4% | -$33.4K | 0.01% | 626 |
|
2016
Q2 | $811K | Buy |
40,864
+15,260
| +60% | +$303K | 0.01% | 649 |
|
2016
Q1 | $434K | Buy |
25,604
+14,316
| +127% | +$243K | ﹤0.01% | 788 |
|
2015
Q4 | $231K | Sell |
11,288
-3,556
| -24% | -$72.8K | ﹤0.01% | 974 |
|
2015
Q3 | $319K | Sell |
14,844
-9,316
| -39% | -$200K | ﹤0.01% | 775 |
|
2015
Q2 | $483K | Buy |
24,160
+9,644
| +66% | +$193K | 0.01% | 691 |
|
2015
Q1 | $226K | Sell |
14,516
-10,872
| -43% | -$169K | ﹤0.01% | 994 |
|
2014
Q4 | $349K | Sell |
25,388
-5,532
| -18% | -$76K | ﹤0.01% | 824 |
|
2014
Q3 | $309K | Buy |
30,920
+1,576
| +5% | +$15.8K | ﹤0.01% | 841 |
|
2014
Q2 | $291K | Sell |
29,344
-2,080
| -7% | -$20.6K | ﹤0.01% | 718 |
|
2014
Q1 | $325K | Buy |
+31,424
| New | +$325K | 0.01% | 702 |
|