SWA
SOA Wealth Advisors’s DexCom DXCM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4
| Closed | -$273 | – | 897 |
|
|
2025
Q1 | $273 | Hold |
4
| – | – | ﹤0.01% | 818 |
|
|
2024
Q4 | $311 | Hold |
4
| – | – | ﹤0.01% | 803 |
|
|
2024
Q3 | $268 | Hold |
4
| – | – | ﹤0.01% | 779 |
|
|
2024
Q2 | $454 | Hold |
4
| – | – | ﹤0.01% | 769 |
|
|
2024
Q1 | $555 | Hold |
4
| – | – | ﹤0.01% | 800 |
|
|
2023
Q4 | $496 | Hold |
4
| – | – | ﹤0.01% | 801 |
|
|
2023
Q3 | $373 | Hold |
4
| – | – | ﹤0.01% | 840 |
|
|
2023
Q2 | $514 | Hold |
4
| – | – | ﹤0.01% | 832 |
|
|
2023
Q1 | $465 | Hold |
4
| – | – | ﹤0.01% | 848 |
|
|
2022
Q4 | $453 | Hold |
4
| – | – | ﹤0.01% | 850 |
|
|
2022
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 858 |
|
|
2022
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 857 |
|
|
2022
Q1 | $2K | Hold |
4
| – | – | ﹤0.01% | 790 |
|
|
2021
Q4 | $2K | Hold |
4
| – | – | ﹤0.01% | 767 |
|
|
2021
Q3 | $2K | Hold |
4
| – | – | ﹤0.01% | 781 |
|
|
2021
Q2 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 815 |
|