Kestra Private Wealth Services’s DexCom DXCM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $211K | Sell |
2,415
-10,671
| -82% | -$931K | ﹤0.01% | 1476 |
|
2025
Q1 | $894K | Buy |
13,086
+2,039
| +18% | +$139K | 0.01% | 721 |
|
2024
Q4 | $859K | Buy |
11,047
+3,574
| +48% | +$278K | 0.01% | 699 |
|
2024
Q3 | $501K | Buy |
+7,473
| New | +$501K | 0.01% | 872 |
|
2022
Q2 | – | Sell |
-2,920
| Closed | -$373K | – | 936 |
|
2022
Q1 | $373K | Sell |
2,920
-248
| -8% | -$31.7K | 0.02% | 674 |
|
2021
Q4 | $425K | Sell |
3,168
-364
| -10% | -$48.8K | 0.02% | 643 |
|
2021
Q3 | $483K | Buy |
3,532
+256
| +8% | +$35K | 0.03% | 544 |
|
2021
Q2 | $350K | Sell |
3,276
-18,128
| -85% | -$1.94M | 0.02% | 618 |
|
2021
Q1 | $1.92M | Sell |
21,404
-1,448
| -6% | -$130K | 0.13% | 178 |
|
2020
Q4 | $2.07M | Buy |
+22,852
| New | +$2.07M | 0.15% | 154 |
|