Perennial Investment Advisors’s DexCom DXCM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $225K | Sell |
2,574
-683
| -21% | -$59.6K | 0.02% | 416 |
|
|
2025
Q1 | $222K | Buy |
3,257
+41
| +1% | +$2.8K | 0.03% | 381 |
|
|
2024
Q4 | $250K | Sell |
3,216
-417
| -11% | -$32.4K | 0.03% | 338 |
|
|
2024
Q3 | $244K | Buy |
3,633
+477
| +15% | +$32K | 0.03% | 326 |
|
|
2024
Q2 | $358K | Buy |
3,156
+217
| +7% | +$24.6K | 0.05% | 251 |
|
|
2024
Q1 | $408K | Sell |
2,939
-41
| -1% | -$5.69K | 0.06% | 207 |
|
|
2023
Q4 | $370K | Sell |
2,980
-65
| -2% | -$8.07K | 0.06% | 208 |
|
|
2023
Q3 | $284K | Hold |
3,045
| – | – | 0.05% | 243 |
|
|
2023
Q2 | $391K | Sell |
3,045
-100
| -3% | -$12.9K | 0.07% | 202 |
|
|
2023
Q1 | $365K | Sell |
3,145
-102
| -3% | -$11.9K | 0.07% | 214 |
|
|
2022
Q4 | $368K | Sell |
3,247
-175
| -5% | -$19.8K | 0.15% | 130 |
|
|
2022
Q3 | $276K | Sell |
3,422
-2,050
| -37% | -$165K | 0.13% | 144 |
|
|
2022
Q2 | $407K | Hold |
5,472
| – | – | 0.16% | 123 |
|
|
2022
Q1 | $702K | Sell |
5,472
-188
| -3% | -$24.1K | 0.22% | 85 |
|
|
2021
Q4 | $758K | Sell |
5,660
-208
| -4% | -$27.9K | 0.24% | 88 |
|
|
2021
Q3 | $801K | Sell |
5,868
-20
| -0.3% | -$2.73K | 0.28% | 81 |
|
|
2021
Q2 | $629K | Hold |
5,888
| – | – | 0.23% | 97 |
|
|
2021
Q1 | $529K | Buy |
5,888
+1,400
| +31% | +$126K | 0.21% | 98 |
|
|
2020
Q4 | $415K | Buy |
4,488
+188
| +4% | +$17.4K | 0.18% | 101 |
|
|
2020
Q3 | $444K | Buy |
4,300
+912
| +27% | +$94.2K | 0.22% | 86 |
|
|
2020
Q2 | $343K | Buy |
3,388
+188
| +6% | +$19K | 0.23% | 89 |
|
|
2020
Q1 | $215K | Buy |
+3,200
| New | +$215K | 0.19% | 104 |
|