Carson Wealth (CWM LLC)’s Dropbox DBX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.32M | Buy |
185,914
+105,511
| +131% | +$3.02M | 0.02% | 568 |
|
|
2025
Q1 | $2.15M | Sell |
80,403
-5,163
| -6% | -$138K | 0.01% | 806 |
|
|
2024
Q4 | $2.57M | Buy |
85,566
+16,990
| +25% | +$510K | 0.01% | 686 |
|
|
2024
Q3 | $1.74M | Buy |
68,576
+19,353
| +39% | +$492K | 0.01% | 762 |
|
|
2024
Q2 | $1.11M | Buy |
49,223
+28,505
| +138% | +$640K | 0.01% | 840 |
|
|
2024
Q1 | $503K | Buy |
20,718
+18,629
| +892% | +$452K | ﹤0.01% | 1139 |
|
|
2023
Q4 | $62K | Buy |
2,089
+17
| +0.8% | +$505 | ﹤0.01% | 2037 |
|
|
2023
Q3 | $56K | Buy |
2,072
+27
| +1% | +$730 | ﹤0.01% | 1990 |
|
|
2023
Q2 | $55K | Buy |
2,045
+539
| +36% | +$14.5K | ﹤0.01% | 1902 |
|
|
2023
Q1 | $33K | Sell |
1,506
-676
| -31% | -$14.8K | ﹤0.01% | 2144 |
|
|
2022
Q4 | $49K | Sell |
2,182
-354
| -14% | -$7.95K | ﹤0.01% | 1743 |
|
|
2022
Q3 | $53K | Sell |
2,536
-700
| -22% | -$14.6K | ﹤0.01% | 1629 |
|
|
2022
Q2 | $68K | Buy |
3,236
+1,628
| +101% | +$34.2K | ﹤0.01% | 1477 |
|
|
2022
Q1 | $37K | Buy |
1,608
+111
| +7% | +$2.55K | ﹤0.01% | 1745 |
|
|
2021
Q4 | $37K | Buy |
+1,497
| New | +$37K | ﹤0.01% | 1693 |
|
|
2021
Q2 | $38K | Hold |
1,243
| – | – | ﹤0.01% | 1511 |
|
|
2021
Q1 | $38K | Hold |
1,243
| – | – | ﹤0.01% | 1511 |
|
|
2020
Q4 | $38K | Hold |
1,243
| – | – | ﹤0.01% | 1511 |
|
|
2020
Q3 | $38K | Hold |
1,243
| – | – | ﹤0.01% | 1511 |
|
|
2020
Q2 | $38K | Hold |
1,243
| – | – | ﹤0.01% | 1511 |
|
|
2020
Q1 | $38K | Hold |
1,243
| – | – | ﹤0.01% | 1511 |
|
|
2019
Q4 | $38K | Hold |
1,243
| – | – | ﹤0.01% | 1511 |
|
|
2019
Q3 | $38K | Hold |
1,243
| – | – | ﹤0.01% | 1511 |
|
|
2019
Q2 | $38K | Hold |
1,243
| – | – | ﹤0.01% | 1511 |
|
|
2019
Q1 | $38K | Sell |
1,243
-152,100
| -99% | -$4.65M | ﹤0.01% | 1511 |
|
|
2018
Q4 | $3.13M | Buy |
153,343
+8,262
| +6% | +$169K | 0.08% | 217 |
|
|
2018
Q3 | $3.89M | Buy |
+145,081
| New | +$3.89M | 0.1% | 185 |
|