Carret Asset Management’s Dropbox DBX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $215K | Sell |
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|
2024
Q3 | $226K | Sell |
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|
2024
Q2 | $213K | Sell |
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|
2024
Q1 | $287K | Sell |
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|
2023
Q4 | $362K | Sell |
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|
2023
Q3 | $452K | Sell |
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|
2023
Q2 | $681K | Sell |
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|
2023
Q1 | $788K | Sell |
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|
2022
Q4 | $889K | Sell |
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|
2022
Q3 | $829K | Sell |
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|
2022
Q2 | $844K | Sell |
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|
2022
Q1 | $948K | Buy |
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|
2021
Q4 | $780K | Buy |
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|
2021
Q3 | $890K | Sell |
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|
2021
Q2 | $1.02M | Sell |
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|
2021
Q1 | $930K | Buy |
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|
2020
Q4 | $526K | Buy |
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|
2020
Q3 | $335K | Buy |
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