Creative Planning’s Dropbox DBX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.59M | Buy |
55,558
+4,070
| +8% | +$116K | ﹤0.01% | 1489 |
|
|
2025
Q1 | $1.38M | Sell |
51,488
-1,532
| -3% | -$40.9K | ﹤0.01% | 1459 |
|
|
2024
Q4 | $1.59M | Sell |
53,020
-13,103
| -20% | -$394K | ﹤0.01% | 1288 |
|
|
2024
Q3 | $1.24M | Buy |
66,123
+13,622
| +26% | +$256K | ﹤0.01% | 1352 |
|
|
2024
Q2 | $1.18M | Sell |
52,501
-10,257
| -16% | -$230K | ﹤0.01% | 1285 |
|
|
2024
Q1 | $1.53M | Buy |
62,758
+16,712
| +36% | +$406K | ﹤0.01% | 1090 |
|
|
2023
Q4 | $1.36M | Buy |
46,046
+352
| +0.8% | +$10.4K | ﹤0.01% | 1083 |
|
|
2023
Q3 | $1.24M | Sell |
45,694
-538
| -1% | -$14.7K | ﹤0.01% | 1059 |
|
|
2023
Q2 | $1.23M | Buy |
46,232
+911
| +2% | +$24.3K | ﹤0.01% | 1019 |
|
|
2023
Q1 | $980K | Sell |
45,321
-1,344
| -3% | -$29.1K | ﹤0.01% | 1086 |
|
|
2022
Q4 | $1.04M | Buy |
46,665
+224
| +0.5% | +$5.01K | ﹤0.01% | 1009 |
|
|
2022
Q3 | $962K | Buy |
46,441
+1,402
| +3% | +$29K | ﹤0.01% | 980 |
|
|
2022
Q2 | $945K | Buy |
45,039
+1,308
| +3% | +$27.4K | ﹤0.01% | 997 |
|
|
2022
Q1 | $1.02M | Buy |
43,731
+1,546
| +4% | +$36K | ﹤0.01% | 970 |
|
|
2021
Q4 | $1.04M | Sell |
42,185
-585
| -1% | -$14.4K | ﹤0.01% | 947 |
|
|
2021
Q3 | $1.25M | Buy |
42,770
+123
| +0.3% | +$3.6K | ﹤0.01% | 851 |
|
|
2021
Q2 | $1.29M | Sell |
42,647
-20,064
| -32% | -$608K | ﹤0.01% | 829 |
|
|
2021
Q1 | $1.67M | Buy |
62,711
+11,606
| +23% | +$309K | ﹤0.01% | 787 |
|
|
2020
Q4 | $1.13M | Sell |
51,105
-5,916
| -10% | -$131K | ﹤0.01% | 880 |
|
|
2020
Q3 | $1.1M | Buy |
57,021
+27,519
| +93% | +$530K | ﹤0.01% | 755 |
|
|
2020
Q2 | $642K | Buy |
29,502
+12,284
| +71% | +$267K | ﹤0.01% | 911 |
|
|
2020
Q1 | $312K | Sell |
17,218
-6,787
| -28% | -$123K | ﹤0.01% | 1155 |
|
|
2019
Q4 | $430K | Buy |
24,005
+760
| +3% | +$13.6K | ﹤0.01% | 1188 |
|
|
2019
Q3 | $469K | Sell |
23,245
-4,913
| -17% | -$99.1K | ﹤0.01% | 1097 |
|
|
2019
Q2 | $705K | Buy |
28,158
+8,156
| +41% | +$204K | ﹤0.01% | 901 |
|
|
2019
Q1 | $436K | Buy |
20,002
+9,834
| +97% | +$214K | ﹤0.01% | 1105 |
|
|
2018
Q4 | $208K | Buy |
+10,168
| New | +$208K | ﹤0.01% | 1456 |
|
|
2018
Q2 | – | Sell |
-16,612
| Closed | -$519K | – | 1932 |
|
|
2018
Q1 | $519K | Buy |
+16,612
| New | +$519K | ﹤0.01% | 1053 |
|