Williams Jones Wealth Management’s DexCom DXCM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-23,758
| Closed | -$2.69M | – | 546 |
|
|
2024
Q2 | $2.69M | Buy |
23,758
+170
| +0.7% | +$19.3K | 0.03% | 172 |
|
|
2024
Q1 | $3.27M | Buy |
23,588
+2,350
| +11% | +$326K | 0.04% | 153 |
|
|
2023
Q4 | $2.64M | Sell |
21,238
-371
| -2% | -$46K | 0.04% | 168 |
|
|
2023
Q3 | $2.02M | Buy |
21,609
+5,044
| +30% | +$471K | 0.03% | 194 |
|
|
2023
Q2 | $2.13M | Buy |
16,565
+2,110
| +15% | +$271K | 0.03% | 192 |
|
|
2023
Q1 | $1.68M | Sell |
14,455
-1,835
| -11% | -$213K | 0.03% | 222 |
|
|
2022
Q4 | $1.84M | Sell |
16,290
-57
| -0.3% | -$6.46K | 0.03% | 207 |
|
|
2022
Q3 | $1.32M | Sell |
16,347
-1,014
| -6% | -$81.7K | 0.02% | 240 |
|
|
2022
Q2 | $1.29M | Sell |
17,361
-26,963
| -61% | -$2.01M | 0.02% | 250 |
|
|
2022
Q1 | $5.67M | Sell |
44,324
-9,472
| -18% | -$1.21M | 0.08% | 137 |
|
|
2021
Q4 | $7.22M | Buy |
53,796
+20,872
| +63% | +$2.8M | 0.09% | 120 |
|
|
2021
Q3 | $4.5M | Buy |
+32,924
| New | +$4.5M | 0.06% | 145 |
|