KWM
Kingsview Wealth Management’s DexCom DXCM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,819
| Closed | -$219K | – | 1108 |
|
|
2024
Q4 | $219K | Sell |
2,819
-2,303
| -45% | -$179K | ﹤0.01% | 1027 |
|
|
2024
Q3 | $343K | Sell |
5,122
-9,002
| -64% | -$603K | 0.01% | 837 |
|
|
2024
Q2 | $1.6M | Sell |
14,124
-756
| -5% | -$85.7K | 0.04% | 400 |
|
|
2024
Q1 | $2.06M | Buy |
14,880
+613
| +4% | +$85K | 0.05% | 334 |
|
|
2023
Q4 | $1.77M | Buy |
+14,267
| New | +$1.77M | 0.05% | 309 |
|
|
2023
Q3 | – | Sell |
-1,731
| Closed | -$222K | – | 951 |
|
|
2023
Q2 | $222K | Buy |
+1,731
| New | +$222K | 0.01% | 829 |
|
|
2022
Q3 | – | Sell |
-2,732
| Closed | -$204K | – | 830 |
|
|
2022
Q2 | $204K | Sell |
2,732
-6,125
| -69% | -$457K | 0.01% | 761 |
|
|
2022
Q1 | $4.53M | Sell |
8,857
-4,235
| -32% | -$2.17M | 0.2% | 117 |
|
|
2021
Q4 | $7.03M | Buy |
13,092
+780
| +6% | +$419K | 0.29% | 75 |
|
|
2021
Q3 | $6.73M | Buy |
12,312
+794
| +7% | +$434K | 0.32% | 67 |
|
|
2021
Q2 | $4.92M | Buy |
11,518
+2,534
| +28% | +$1.08M | 0.24% | 89 |
|
|
2021
Q1 | $3.28M | Buy |
8,984
+3,919
| +77% | +$1.43M | 0.19% | 123 |
|
|
2020
Q4 | $1.87M | Buy |
+5,065
| New | +$1.87M | 0.14% | 169 |
|