Valeo 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 | $912K | Buy |
10,450
+2,162
| +26% | +$189K | 0.02% | 325 |
|
|
2025
Q1 | $566K | Sell |
8,288
-1,267
| -13% | -$86.5K | 0.02% | 384 |
|
|
2024
Q4 | $743K | Sell |
9,555
-486
| -5% | -$37.8K | 0.02% | 324 |
|
|
2024
Q3 | $673K | Buy |
10,041
+2,424
| +32% | +$163K | 0.02% | 338 |
|
|
2024
Q2 | $864K | Buy |
7,617
+2,062
| +37% | +$234K | 0.03% | 268 |
|
|
2024
Q1 | $766K | Buy |
5,555
+828
| +18% | +$114K | 0.03% | 281 |
|
|
2023
Q4 | $587K | Buy |
4,727
+2,363
| +100% | +$293K | 0.02% | 318 |
|
|
2023
Q3 | $221K | Buy |
2,364
+721
| +44% | +$67.3K | 0.01% | 537 |
|
|
2023
Q2 | $211K | Buy |
+1,643
| New | +$211K | 0.01% | 531 |
|
|
2021
Q2 | – | Sell |
-304
| Closed | -$27K | – | 783 |
|
|
2021
Q1 | $27K | Sell |
304
-96
| -24% | -$8.53K | ﹤0.01% | 1006 |
|
|
2020
Q4 | $37K | Buy |
400
+76
| +23% | +$7.03K | ﹤0.01% | 855 |
|
|
2020
Q3 | $33K | Sell |
324
-300
| -48% | -$30.6K | ﹤0.01% | 753 |
|
|
2020
Q2 | $63K | Buy |
624
+308
| +97% | +$31.1K | 0.01% | 614 |
|
|
2020
Q1 | $20K | Buy |
316
+288
| +1,029% | +$18.2K | ﹤0.01% | 862 |
|
|
2019
Q4 | $2K | Sell |
28
-100
| -78% | -$7.14K | ﹤0.01% | 1428 |
|
|
2019
Q3 | $5K | Buy |
128
+28
| +28% | +$1.09K | ﹤0.01% | 1176 |
|
|
2019
Q2 | $4K | Sell |
100
-120
| -55% | -$4.8K | ﹤0.01% | 1248 |
|
|
2019
Q1 | $7K | Buy |
+220
| New | +$7K | ﹤0.01% | 1041 |
|
|
2018
Q4 | – | Sell |
-80
| Closed | -$3K | – | 1540 |
|
|
2018
Q3 | $3K | Hold |
80
| – | – | ﹤0.01% | 1327 |
|
|
2018
Q2 | $2K | Hold |
80
| – | – | ﹤0.01% | 1324 |
|
|
2018
Q1 | $1K | Hold |
80
| – | – | ﹤0.01% | 1415 |
|
|
2017
Q4 | $1K | Buy |
+80
| New | +$1K | ﹤0.01% | 1262 |
|