LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s DexCom DXCM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $174K | Hold |
1,988
| – | – | ﹤0.01% | 294 |
|
|
2025
Q1 | $133K | Hold |
1,988
| – | – | ﹤0.01% | 308 |
|
|
2024
Q4 | $174K | Sell |
1,988
-55
| -3% | -$4.81K | ﹤0.01% | 298 |
|
|
2024
Q3 | $153K | Hold |
2,043
| – | – | ﹤0.01% | 304 |
|
|
2024
Q2 | $237K | Hold |
2,043
| – | – | ﹤0.01% | 260 |
|
|
2024
Q1 | $269K | Hold |
2,043
| – | – | ﹤0.01% | 246 |
|
|
2023
Q4 | $248K | Hold |
2,043
| – | – | ﹤0.01% | 258 |
|
|
2023
Q3 | $191K | Buy |
2,043
+55
| +3% | +$5.15K | ﹤0.01% | 293 |
|
|
2023
Q2 | $255K | Hold |
1,988
| – | – | ﹤0.01% | 263 |
|
|
2023
Q1 | $231K | Hold |
1,988
| – | – | ﹤0.01% | 267 |
|
|
2022
Q4 | $225K | Hold |
1,988
| – | – | ﹤0.01% | 271 |
|
|
2022
Q3 | $160K | Hold |
1,988
| – | – | ﹤0.01% | 305 |
|
|
2022
Q2 | $148K | Buy |
1,988
+1,491
| +300% | +$111K | ﹤0.01% | 320 |
|
|
2022
Q1 | $254K | Hold |
497
| – | – | ﹤0.01% | 276 |
|
|
2021
Q4 | $267K | Hold |
497
| – | – | ﹤0.01% | 275 |
|
|
2021
Q3 | $272K | Sell |
497
-7
| -1% | -$3.83K | ﹤0.01% | 267 |
|
|
2021
Q2 | $215K | Buy |
+504
| New | +$215K | ﹤0.01% | 306 |
|
|
2021
Q1 | – | Sell |
-497
| Closed | -$184K | – | 418 |
|
|
2020
Q4 | $184K | Hold |
497
| – | – | ﹤0.01% | 282 |
|
|
2020
Q3 | $205K | Hold |
497
| – | – | ﹤0.01% | 257 |
|
|
2020
Q2 | $201K | Hold |
497
| – | – | ﹤0.01% | 244 |
|
|
2020
Q1 | $134K | Hold |
497
| – | – | ﹤0.01% | 269 |
|
|
2019
Q4 | $109K | Buy |
497
+37
| +8% | +$8.12K | ﹤0.01% | 336 |
|
|
2019
Q3 | $69K | Hold |
460
| – | – | ﹤0.01% | 381 |
|
|
2019
Q2 | $69K | Buy |
460
+435
| +1,740% | +$65.3K | ﹤0.01% | 370 |
|
|
2019
Q1 | $3K | Hold |
25
| – | – | ﹤0.01% | 618 |
|
|
2018
Q4 | $3K | Buy |
+25
| New | +$3K | ﹤0.01% | 612 |
|
|
2017
Q4 | – | Sell |
-8
| Closed | – | – | 774 |
|
|
2017
Q3 | $0 | Buy |
+8
| New | – | ﹤0.01% | 814 |
|