Mark Sheptoff Financial Planning’s DexCom DXCM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43.6K | Hold |
500
| – | – | 0.02% | 194 |
|
|
2025
Q1 | $34.1K | Sell |
500
-2,490
| -83% | -$170K | 0.02% | 196 |
|
|
2024
Q4 | $233K | Sell |
2,990
-1,870
| -38% | -$145K | 0.12% | 85 |
|
|
2024
Q3 | $326K | Hold |
4,860
| – | – | 0.17% | 69 |
|
|
2024
Q2 | $551K | Sell |
4,860
-200
| -4% | -$22.7K | 0.31% | 54 |
|
|
2024
Q1 | $702K | Sell |
5,060
-375
| -7% | -$52K | 0.39% | 48 |
|
|
2023
Q4 | $674K | Buy |
5,435
+300
| +6% | +$37.2K | 0.41% | 40 |
|
|
2023
Q3 | $479K | Sell |
5,135
-100
| -2% | -$9.33K | 0.31% | 50 |
|
|
2023
Q2 | $673K | Sell |
5,235
-1,800
| -26% | -$231K | 0.38% | 44 |
|
|
2023
Q1 | $817K | Buy |
7,035
+200
| +3% | +$23.2K | 0.47% | 41 |
|
|
2022
Q4 | $774K | Buy |
6,835
+240
| +4% | +$27.2K | 0.45% | 41 |
|
|
2022
Q3 | $531K | Buy |
6,595
+4,575
| +226% | +$368K | 0.32% | 51 |
|
|
2022
Q2 | $151K | Buy |
+2,020
| New | +$151K | 0.09% | 100 |
|