Dex shares owned by Avitas Wealth Management
Quarter-by-quarter ownership of Dex (DXCM) shares owned by Avitas Wealth Management
from 13F filings
Historical chart of Avitas Wealth Management investment in Dex
Tip: Access up to 7 years of quarterly data
All positions including Dex held by Avitas Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Dex by Avitas Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $790k | 5.7k | 138.70 |
2023-12-31 | $715k | 5.8k | 124.09 |
2023-09-30 | $540k | 5.8k | 93.30 |
2023-06-30 | $638k | 5.0k | 128.51 |
2023-03-31 | $585k | 5.0k | 116.18 |
2022-12-31 | $592k | 5.2k | 113.24 |
2022-09-30 | $424k | 5.3k | 80.59 |
2022-06-30 | $503k | 6.8k | 74.50 |
2022-03-31 | $882k | 1.7k | 511.60 |
2021-12-31 | $1.9M | 3.6k | 537.00 |
2021-09-30 | $1.9M | 3.5k | 546.74 |
2021-06-30 | $1.5M | 3.5k | 426.98 |
2021-03-31 | $1.2M | 3.4k | 359.43 |
2020-12-31 | $1.2M | 3.3k | 369.70 |
2020-09-30 | $1.1M | 2.7k | 412.41 |
2020-06-30 | $1.0M | 2.5k | 405.22 |
2020-03-31 | $805k | 3.0k | 269.41 |
2019-12-31 | $924k | 4.2k | 218.65 |
2019-09-30 | $632k | 4.2k | 149.20 |