Lyell Wealth Management’s DexCom DXCM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.09M | Sell |
46,836
-8,156
| -15% | -$712K | 0.32% | 74 |
|
|
2025
Q1 | $3.76M | Sell |
54,992
-5,621
| -9% | -$384K | 0.35% | 74 |
|
|
2024
Q4 | $4.71M | Sell |
60,613
-4,427
| -7% | -$344K | 0.42% | 68 |
|
|
2024
Q3 | $4.36M | Buy |
65,040
+125
| +0.2% | +$8.38K | 0.4% | 73 |
|
|
2024
Q2 | $7.36M | Sell |
64,915
-3,145
| -5% | -$357K | 0.7% | 50 |
|
|
2024
Q1 | $9.44M | Sell |
68,060
-2,222
| -3% | -$308K | 0.96% | 35 |
|
|
2023
Q4 | $8.72M | Sell |
70,282
-14,981
| -18% | -$1.86M | 0.99% | 37 |
|
|
2023
Q3 | $7.96M | Sell |
85,263
-6,746
| -7% | -$629K | 1.07% | 34 |
|
|
2023
Q2 | $11.8M | Sell |
92,009
-1,841
| -2% | -$237K | 1.51% | 18 |
|
|
2023
Q1 | $10.9M | Sell |
93,850
-6,523
| -6% | -$758K | 1.53% | 15 |
|
|
2022
Q4 | $11.4M | Sell |
100,373
-6,047
| -6% | -$685K | 1.8% | 12 |
|
|
2022
Q3 | $8.57M | Sell |
106,420
-2,385
| -2% | -$192K | 1.46% | 17 |
|
|
2022
Q2 | $8.11M | Sell |
108,805
-2,523
| -2% | -$188K | 1.32% | 24 |
|
|
2022
Q1 | $14.2M | Sell |
111,328
-184
| -0.2% | -$23.5K | 1.83% | 12 |
|
|
2021
Q4 | $15M | Buy |
111,512
+2,052
| +2% | +$275K | 1.71% | 15 |
|
|
2021
Q3 | $15M | Buy |
109,460
+1,284
| +1% | +$176K | 1.82% | 14 |
|
|
2021
Q2 | $11.5M | Sell |
108,176
-1,780
| -2% | -$190K | 1.43% | 24 |
|
|
2021
Q1 | $9.88M | Buy |
109,956
+2,704
| +3% | +$243K | 1.44% | 24 |
|
|
2020
Q4 | $9.91M | Buy |
107,252
+4,268
| +4% | +$394K | 1.58% | 22 |
|
|
2020
Q3 | $10.6M | Buy |
102,984
+724
| +0.7% | +$74.6K | 1.99% | 14 |
|
|
2020
Q2 | $10.4M | Buy |
102,260
+2,388
| +2% | +$242K | 2.27% | 9 |
|
|
2020
Q1 | $6.72M | Buy |
99,872
+3,696
| +4% | +$249K | 2.01% | 11 |
|
|
2019
Q4 | $5.26M | Buy |
96,176
+15,784
| +20% | +$863K | 1.4% | 31 |
|
|
2019
Q3 | $3M | Buy |
+80,392
| New | +$3M | 0.9% | 48 |
|