Ownership history in CW Advisors, LLC Β· 14 quarters on record
This page tracks every 13F SEC filing in which CW Advisors, LLC reported a position in DEXCOM INC COM (DXCM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π CW Advisors, LLC underperformed the S&P 500 by β14.7% annually on this DXCM position. Timing score: 23% (3/13 decisions correct). Average cost basis: $99.56. Maximum drawdown during holding period: β51.7%.
β Significantly underperformed the S&P 500 by 14.7% ann.
13 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
3 of 13 add/trim decisions correct
Best entry: $74.53 (2022 Q2) Β· Worst: $138.70 (2024 Q1)
πͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.
7 adds Β· 7 trims. Bought during 3 of 6 down-price quarters. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.12% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size