Wealthcare Advisory Partners’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 |
-12,838
| Closed | -$998K | – | 916 |
|
|
2024
Q4 | $998K | Sell |
12,838
-4,265
| -25% | -$332K | 0.03% | 421 |
|
|
2024
Q3 | $1.15M | Sell |
17,103
-2,806
| -14% | -$188K | 0.03% | 392 |
|
|
2024
Q2 | $2.26M | Sell |
19,909
-337
| -2% | -$38.2K | 0.07% | 218 |
|
|
2024
Q1 | $2.81M | Buy |
+20,246
| New | +$2.81M | 0.09% | 183 |
|
|
2023
Q1 | – | Sell |
-4,834
| Closed | -$547K | – | 701 |
|
|
2022
Q4 | $547K | Buy |
4,834
+1,688
| +54% | +$191K | 0.03% | 401 |
|
|
2022
Q3 | $253K | Sell |
3,146
-20
| -0.6% | -$1.61K | 0.01% | 524 |
|
|
2022
Q2 | $236K | Sell |
3,166
-34
| -1% | -$2.53K | 0.01% | 484 |
|
|
2022
Q1 | $409K | Buy |
3,200
+288
| +10% | +$36.8K | 0.02% | 342 |
|
|
2021
Q4 | $391K | Buy |
+2,912
| New | +$391K | 0.02% | 374 |
|
|
2021
Q2 | – | Sell |
-1,360
| Closed | -$122K | – | 880 |
|
|
2021
Q1 | $122K | Sell |
1,360
-924
| -40% | -$82.9K | 0.01% | 613 |
|
|
2020
Q4 | $211K | Buy |
+2,284
| New | +$211K | 0.02% | 391 |
|
|
2020
Q2 | – | Sell |
-1,000
| Closed | -$67K | – | 579 |
|
|
2020
Q1 | $67K | Hold |
1,000
| – | – | 0.01% | 453 |
|
|
2019
Q4 | $55K | Hold |
1,000
| – | – | 0.01% | 527 |
|
|
2019
Q3 | $37K | Hold |
1,000
| – | – | 0.01% | 598 |
|
|
2019
Q2 | $37K | Buy |
+1,000
| New | +$37K | 0.01% | 572 |
|