Edgestream 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 | $245K | Buy |
+8,554
| New | +$245K | 0.01% | 806 |
|
|
2025
Q1 | – | Sell |
-6,962
| Closed | -$209K | – | 887 |
|
|
2024
Q4 | $209K | Sell |
6,962
-30,644
| -81% | -$921K | 0.01% | 814 |
|
|
2024
Q3 | $956K | Buy |
37,606
+9,466
| +34% | +$241K | 0.04% | 577 |
|
|
2024
Q2 | $632K | Sell |
28,140
-70,063
| -71% | -$1.57M | 0.03% | 629 |
|
|
2024
Q1 | $2.39M | Buy |
98,203
+71,419
| +267% | +$1.74M | 0.12% | 295 |
|
|
2023
Q4 | $790K | Buy |
26,784
+19,083
| +248% | +$563K | 0.06% | 492 |
|
|
2023
Q3 | $210K | Buy |
+7,701
| New | +$210K | 0.02% | 779 |
|