CAZ Investments’s Dropbox DBX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $85.8K | Hold |
3,000
| – | – | 0.49% | 10 |
|
|
2025
Q1 | $80K | Hold |
3,000
| – | – | 0.57% | 10 |
|
|
2024
Q4 | $90K | Sell |
3,000
-6,000
| -67% | -$180K | 0.13% | 15 |
|
|
2024
Q3 | $215K | Buy |
9,000
+4,500
| +100% | +$108K | 0.13% | 14 |
|
|
2024
Q2 | $101K | Hold |
4,500
| – | – | 0.04% | 20 |
|
|
2024
Q1 | $109K | Hold |
4,500
| – | – | 0.2% | 21 |
|
|
2023
Q4 | $133K | Hold |
4,500
| – | – | 0.18% | 20 |
|
|
2023
Q3 | $123K | Hold |
4,500
| – | – | 0.22% | 20 |
|
|
2023
Q2 | $120K | Hold |
4,500
| – | – | 0.14% | 22 |
|
|
2023
Q1 | $97K | Hold |
4,500
| – | – | 0.2% | 27 |
|
|
2022
Q4 | $101K | Hold |
4,500
| – | – | 0.18% | 32 |
|
|
2022
Q3 | $93K | Hold |
4,500
| – | – | 0.39% | 24 |
|
|
2022
Q2 | $94K | Buy |
4,500
+1,369
| +44% | +$28.6K | 0.29% | 26 |
|
|
2022
Q1 | $73K | Hold |
3,131
| – | – | 0.04% | 27 |
|
|
2021
Q4 | $77K | Hold |
3,131
| – | – | 0.04% | 25 |
|
|
2021
Q3 | $91K | Hold |
3,131
| – | – | 0.03% | 31 |
|
|
2021
Q2 | $95K | Hold |
3,131
| – | – | 0.03% | 30 |
|
|
2021
Q1 | $83K | Sell |
3,131
-2,536
| -45% | -$67.2K | 0.04% | 28 |
|
|
2020
Q4 | $126K | Hold |
5,667
| – | – | 0.05% | 32 |
|
|
2020
Q3 | $109K | Hold |
5,667
| – | – | 0.14% | 27 |
|
|
2020
Q2 | $123K | Hold |
5,667
| – | – | 0.12% | 28 |
|
|
2020
Q1 | $103K | Hold |
5,667
| – | – | 0.26% | 39 |
|
|
2019
Q4 | $101K | Buy |
5,667
+2,040
| +56% | +$36.4K | 0.14% | 16 |
|
|
2019
Q3 | $73K | Buy |
3,627
+1,825
| +101% | +$36.7K | 0.09% | 13 |
|
|
2019
Q2 | $45K | Buy |
1,802
+602
| +50% | +$15K | 0.14% | 15 |
|
|
2019
Q1 | $26K | Hold |
1,200
| – | – | 0.1% | 11 |
|
|
2018
Q4 | $25K | Hold |
1,200
| – | – | 0.07% | 42 |
|
|
2018
Q3 | $32K | Buy |
+1,200
| New | +$32K | 0.09% | 31 |
|