SWA
Sax Wealth Advisors’s DexCom DXCM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.31M | Sell |
14,991
-146
| -1% | -$12.7K | 0.08% | 144 |
|
2025
Q1 | $1.03M | Buy |
15,137
+853
| +6% | +$58.3K | 0.07% | 137 |
|
2024
Q4 | $1.11M | Buy |
14,284
+8,226
| +136% | +$640K | 0.09% | 112 |
|
2024
Q3 | $406K | Sell |
6,058
-2,423
| -29% | -$162K | 0.04% | 180 |
|
2024
Q2 | $962K | Buy |
+8,481
| New | +$962K | 0.09% | 91 |
|