Plante Moran Financial 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 | $15.3K | Hold |
175
| – | – | ﹤0.01% | 508 |
|
2025
Q1 | $12K | Hold |
175
| – | – | ﹤0.01% | 542 |
|
2024
Q4 | $13.6K | Hold |
175
| – | – | ﹤0.01% | 536 |
|
2024
Q3 | $11.7K | Hold |
175
| – | – | ﹤0.01% | 593 |
|
2024
Q2 | $19.8K | Hold |
175
| – | – | ﹤0.01% | 482 |
|
2024
Q1 | $24.3K | Buy |
175
+148
| +548% | +$20.5K | ﹤0.01% | 470 |
|
2023
Q4 | $3.35K | Buy |
+27
| New | +$3.35K | ﹤0.01% | 679 |
|
2023
Q3 | – | Sell |
-28
| Closed | -$3.6K | – | 793 |
|
2023
Q2 | $3.6K | Buy |
+28
| New | +$3.6K | ﹤0.01% | 652 |
|
2023
Q1 | – | Sell |
-152
| Closed | -$17.2K | – | 828 |
|
2022
Q4 | $17.2K | Buy |
+152
| New | +$17.2K | ﹤0.01% | 493 |
|
2022
Q3 | – | Sell |
-32
| Closed | -$2K | – | 906 |
|
2022
Q2 | $2K | Buy |
+32
| New | +$2K | ﹤0.01% | 804 |
|
2022
Q1 | – | Sell |
-84
| Closed | -$11K | – | 851 |
|
2021
Q4 | $11K | Buy |
84
+44
| +110% | +$5.76K | ﹤0.01% | 671 |
|
2021
Q3 | $5K | Hold |
40
| – | – | ﹤0.01% | 778 |
|
2021
Q2 | $4K | Hold |
40
| – | – | ﹤0.01% | 811 |
|
2021
Q1 | $4K | Buy |
+40
| New | +$4K | ﹤0.01% | 802 |
|