Welch & Forbes’s DexCom DXCM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-3,857
| Closed | -$360K | – | 367 |
|
2023
Q3 | $360K | Sell |
3,857
-191
| -5% | -$17.8K | 0.01% | 311 |
|
2023
Q2 | $520K | Buy |
4,048
+48
| +1% | +$6.17K | 0.01% | 283 |
|
2023
Q1 | $465K | Sell |
4,000
-596
| -13% | -$69.2K | 0.01% | 287 |
|
2022
Q4 | $520K | Hold |
4,596
| – | – | 0.01% | 277 |
|
2022
Q3 | $370K | Buy |
4,596
+196
| +4% | +$15.8K | 0.01% | 307 |
|
2022
Q2 | $328K | Hold |
4,400
| – | – | 0.01% | 317 |
|
2022
Q1 | $563K | Sell |
4,400
-3,200
| -42% | -$409K | 0.01% | 282 |
|
2021
Q4 | $1.02M | Hold |
7,600
| – | – | 0.02% | 230 |
|
2021
Q3 | $1.04M | Hold |
7,600
| – | – | 0.02% | 222 |
|
2021
Q2 | $811K | Hold |
7,600
| – | – | 0.01% | 243 |
|
2021
Q1 | $683K | Sell |
7,600
-2,000
| -21% | -$180K | 0.01% | 247 |
|
2020
Q4 | $887K | Buy |
+9,600
| New | +$887K | 0.02% | 223 |
|