SVB Wealth’s DexCom DXCM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,975
| Closed | -$231K | – | 1563 |
|
|
2024
Q4 | $231K | Buy |
+2,975
| New | +$231K | ﹤0.01% | 635 |
|
|
2024
Q3 | – | Sell |
-3,124
| Closed | -$354K | – | 180 |
|
|
2024
Q2 | $354K | Buy |
3,124
+684
| +28% | +$77.6K | 0.01% | 512 |
|
|
2024
Q1 | $338K | Buy |
2,440
+10
| +0.4% | +$1.39K | 0.01% | 594 |
|
|
2023
Q4 | $302K | Buy |
+2,430
| New | +$302K | 0.01% | 627 |
|
|
2023
Q3 | – | Sell |
-2,260
| Closed | -$290K | – | 885 |
|
|
2023
Q2 | $290K | Sell |
2,260
-623
| -22% | -$80.1K | 0.01% | 691 |
|
|
2023
Q1 | $335K | Sell |
2,883
-618
| -18% | -$71.8K | ﹤0.01% | 676 |
|
|
2022
Q4 | $396K | Buy |
3,501
+274
| +8% | +$31K | 0.01% | 625 |
|
|
2022
Q3 | $260K | Buy |
+3,227
| New | +$260K | ﹤0.01% | 743 |
|
|
2021
Q4 | – | Sell |
-2,604
| Closed | -$356K | – | 854 |
|
|
2021
Q3 | $356K | Buy |
2,604
+668
| +35% | +$91.3K | ﹤0.01% | 713 |
|
|
2021
Q2 | $207K | Buy |
+1,936
| New | +$207K | ﹤0.01% | 882 |
|