Cresset Asset Management’s Dropbox DBX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $436K | Buy |
15,230
+6,569
| +76% | +$188K | ﹤0.01% | 1121 |
|
|
2025
Q1 | $231K | Sell |
8,661
-4,451
| -34% | -$119K | ﹤0.01% | 1439 |
|
|
2024
Q4 | $394K | Sell |
13,112
-79,177
| -86% | -$2.38M | ﹤0.01% | 1175 |
|
|
2024
Q3 | $2.35M | Buy |
92,289
+46,602
| +102% | +$1.19M | 0.01% | 712 |
|
|
2024
Q2 | $1.03M | Buy |
45,687
+20,792
| +84% | +$467K | ﹤0.01% | 1018 |
|
|
2024
Q1 | $605K | Sell |
24,895
-5,102
| -17% | -$124K | ﹤0.01% | 1226 |
|
|
2023
Q4 | $884K | Buy |
29,997
+3,283
| +12% | +$96.8K | 0.01% | 933 |
|
|
2023
Q3 | $727K | Buy |
26,714
+9,816
| +58% | +$267K | ﹤0.01% | 963 |
|
|
2023
Q2 | $451K | Buy |
+16,898
| New | +$451K | ﹤0.01% | 1200 |
|