Dex shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Dex (DXCM) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Dex
Tip: Access up to 7 years of quarterly data
All positions including Dex held by Heritage Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Dex by Heritage Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $281k | 2.3k | 124.09 |
2023-09-30 | $209k | 2.2k | 93.30 |
2023-06-30 | $336k | 2.6k | 128.51 |
2023-03-31 | $304k | 2.6k | 116.18 |
2022-12-31 | $296k | 2.6k | 113.24 |
2022-09-30 | $236k | 2.9k | 80.38 |
2022-06-30 | $64k | 864 | 74.07 |