Cerity Partners’s Dropbox DBX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.99M | Buy |
104,682
+38,179
| +57% | +$1.09M | 0.01% | 1038 |
|
|
2025
Q1 | $1.78M | Sell |
66,503
-37,792
| -36% | -$1.01M | ﹤0.01% | 1173 |
|
|
2024
Q4 | $3.12M | Buy |
104,295
+7,758
| +8% | +$232K | 0.01% | 914 |
|
|
2024
Q3 | $2.45M | Buy |
96,537
+16,917
| +21% | +$430K | 0.01% | 998 |
|
|
2024
Q2 | $1.79M | Buy |
79,620
+26
| +0% | +$584 | ﹤0.01% | 953 |
|
|
2024
Q1 | $1.93M | Buy |
79,594
+542
| +0.7% | +$13.2K | 0.01% | 986 |
|
|
2023
Q4 | $2.33M | Buy |
79,052
+565
| +0.7% | +$16.7K | 0.01% | 723 |
|
|
2023
Q3 | $2.14M | Buy |
+78,487
| New | +$2.14M | 0.01% | 572 |
|