Pinnacle Wealth Planning Services’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 |
-1,976
| Closed | -$224K | – | 538 |
|
|
2024
Q2 | $224K | Buy |
1,976
+7
| +0.4% | +$794 | 0.03% | 382 |
|
|
2024
Q1 | $273K | Buy |
1,969
+1
| +0.1% | +$139 | 0.04% | 326 |
|
|
2023
Q4 | $244K | Sell |
1,968
-1,949
| -50% | -$242K | 0.04% | 330 |
|
|
2023
Q3 | $365K | Sell |
3,917
-492
| -11% | -$45.9K | 0.06% | 210 |
|
|
2023
Q2 | $567K | Sell |
4,409
-84
| -2% | -$10.8K | 0.09% | 145 |
|
|
2023
Q1 | $522K | Sell |
4,493
-206
| -4% | -$23.9K | 0.09% | 167 |
|
|
2022
Q4 | $532K | Buy |
4,699
+738
| +19% | +$83.6K | 0.09% | 152 |
|
|
2022
Q3 | $319K | Buy |
3,961
+74
| +2% | +$5.96K | 0.06% | 220 |
|
|
2022
Q2 | $290K | Sell |
3,887
-469
| -11% | -$35K | 0.05% | 255 |
|
|
2022
Q1 | $557K | Buy |
4,356
+664
| +18% | +$84.9K | 0.1% | 156 |
|
|
2021
Q4 | $495K | Buy |
3,692
+68
| +2% | +$9.12K | 0.1% | 154 |
|
|
2021
Q3 | $495K | Sell |
3,624
-112
| -3% | -$15.3K | 0.11% | 138 |
|
|
2021
Q2 | $399K | Buy |
+3,736
| New | +$399K | 0.09% | 172 |
|
|
2021
Q1 | – | Sell |
-2,076
| Closed | -$192K | – | 792 |
|
|
2020
Q4 | $192K | Sell |
2,076
-172
| -8% | -$15.9K | 0.05% | 289 |
|
|
2020
Q3 | $232K | Sell |
2,248
-12
| -0.5% | -$1.24K | 0.08% | 202 |
|
|
2020
Q2 | $229K | Buy |
+2,260
| New | +$229K | 0.07% | 198 |
|