Carson Wealth (CWM LLC)’s Dropbox DBX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.9M | Sell |
83,811
-143,709
| -63% | -$3.65M | 0.01% | 1223 |
|
|
2025
Q4 | $6.33M | Buy |
227,520
+10,129
| +5% | +$295K | 0.02% | 689 |
|
|
2025
Q3 | $6.57M | Buy |
217,391
+31,477
| +17% | +$900K | 0.02% | 614 |
|
|
2025
Q2 | $5.32M | Buy |
185,914
+105,511
| +131% | +$2.99M | 0.02% | 568 |
|
|
2025
Q1 | $2.15M | Sell |
80,403
-5,163
| -6% | -$150K | 0.01% | 806 |
|
|
2024
Q4 | $2.57M | Buy |
85,566
+16,990
| +25% | +$469K | 0.01% | 686 |
|
|
2024
Q3 | $1.74M | Buy |
68,576
+19,353
| +39% | +$455K | 0.01% | 763 |
|
|
2024
Q2 | $1.11M | Buy |
49,223
+28,505
| +138% | +$652K | 0.01% | 841 |
|
|
2024
Q1 | $503K | Buy |
20,718
+18,629
| +892% | +$522K | ﹤0.01% | 1140 |
|
|
2023
Q4 | $62K | Buy |
2,089
+17
| +0.8% | +$472 | ﹤0.01% | 2039 |
|
|
2023
Q3 | $56K | Buy |
2,072
+27
| +1% | +$736 | ﹤0.01% | 1991 |
|
|
2023
Q2 | $55K | Buy |
2,045
+539
| +36% | +$12.3K | ﹤0.01% | 1904 |
|
|
2023
Q1 | $33K | Sell |
1,506
-676
| -31% | -$14.8K | ﹤0.01% | 2146 |
|
|
2022
Q4 | $49K | Sell |
2,182
-354
| -14% | -$7.79K | ﹤0.01% | 1745 |
|
|
2022
Q3 | $53K | Sell |
2,536
-700
| -22% | -$15.7K | ﹤0.01% | 1631 |
|
|
2022
Q2 | $68K | Buy |
3,236
+1,628
| +101% | +$35.2K | ﹤0.01% | 1479 |
|
|
2022
Q1 | $37K | Buy |
1,608
+111
| +7% | +$2.59K | ﹤0.01% | 1747 |
|
|
2021
Q4 | $37K | Buy |
+1,497
| New | +$40.3K | ﹤0.01% | 1695 |
|
|
2021
Q2 | $38K | Hold |
1,243
| – | – | ﹤0.01% | 1514 |
|
|
2021
Q1 | $38K | Hold |
1,243
| – | – | ﹤0.01% | 1514 |
|
|
2020
Q4 | $38K | Hold |
1,243
| – | – | ﹤0.01% | 1514 |
|
|
2020
Q3 | $38K | Hold |
1,243
| – | – | ﹤0.01% | 1514 |
|
|
2020
Q2 | $38K | Hold |
1,243
| – | – | ﹤0.01% | 1512 |
|
|
2020
Q1 | $38K | Hold |
1,243
| – | – | ﹤0.01% | 1512 |
|
|
2019
Q4 | $38K | Hold |
1,243
| – | – | ﹤0.01% | 1512 |
|
|
2019
Q3 | $38K | Hold |
1,243
| – | – | ﹤0.01% | 1512 |
|
|
2019
Q2 | $38K | Hold |
1,243
| – | – | ﹤0.01% | 1512 |
|
|
2019
Q1 | $38K | Sell |
1,243
-152,100
| -99% | -$3.54M | ﹤0.01% | 1512 |
|
|
2018
Q4 | $3.13M | Buy |
153,343
+8,262
| +6% | +$190K | 0.08% | 218 |
|
|
2018
Q3 | $3.89M | Buy |
+145,081
| New | +$4.19M | 0.1% | 185 |
|
Other funds holding DBX
VPM
VCM
