Montag & Associates’s DexCom DXCM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-650
| Closed | -$73.7K | – | 1036 |
|
|
2024
Q2 | $73.7K | Buy |
650
+95
| +17% | +$10.8K | ﹤0.01% | 533 |
|
|
2024
Q1 | $77K | Sell |
555
-60
| -10% | -$8.32K | ﹤0.01% | 527 |
|
|
2023
Q4 | $76.3K | Sell |
615
-4,041
| -87% | -$501K | ﹤0.01% | 504 |
|
|
2023
Q3 | $434K | Buy |
4,656
+653
| +16% | +$60.9K | 0.03% | 302 |
|
|
2023
Q2 | $514K | Buy |
4,003
+173
| +5% | +$22.2K | 0.03% | 282 |
|
|
2023
Q1 | $445K | Sell |
3,830
-544
| -12% | -$63.2K | 0.03% | 293 |
|
|
2022
Q4 | $495K | Buy |
4,374
+766
| +21% | +$86.7K | 0.03% | 262 |
|
|
2022
Q3 | $291K | Sell |
3,608
-3,336
| -48% | -$269K | 0.02% | 320 |
|
|
2022
Q2 | $518K | Sell |
6,944
-38,284
| -85% | -$2.86M | 0.03% | 261 |
|
|
2022
Q1 | $5.79M | Buy |
45,228
+544
| +1% | +$69.6K | 0.31% | 94 |
|
|
2021
Q4 | $6M | Buy |
44,684
+996
| +2% | +$134K | 0.3% | 95 |
|
|
2021
Q3 | $5.97M | Buy |
+43,688
| New | +$5.97M | 0.32% | 87 |
|
|
2021
Q1 | – | Sell |
-256
| Closed | -$24K | – | 868 |
|
|
2020
Q4 | $24K | Buy |
+256
| New | +$24K | ﹤0.01% | 620 |
|