Envestnet Asset Management’s Dropbox DBX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.67M | Buy |
128,398
+18,849
| +17% | +$539K | ﹤0.01% | 2409 |
|
|
2025
Q1 | $2.93M | Buy |
109,549
+70,023
| +177% | +$1.87M | ﹤0.01% | 2475 |
|
|
2024
Q4 | $1.19M | Buy |
39,526
+9,570
| +32% | +$287K | ﹤0.01% | 3051 |
|
|
2024
Q3 | $762K | Sell |
29,956
-815
| -3% | -$20.7K | ﹤0.01% | 3285 |
|
|
2024
Q2 | $691K | Sell |
30,771
-21,866
| -42% | -$491K | ﹤0.01% | 3266 |
|
|
2024
Q1 | $1.28M | Sell |
52,637
-4,387
| -8% | -$107K | ﹤0.01% | 2863 |
|
|
2023
Q4 | $1.68M | Sell |
57,024
-203,758
| -78% | -$6.01M | ﹤0.01% | 2580 |
|
|
2023
Q3 | $7.1M | Sell |
260,782
-177,535
| -41% | -$4.83M | ﹤0.01% | 1593 |
|
|
2023
Q2 | $11.7M | Sell |
438,317
-733,934
| -63% | -$19.6M | 0.01% | 1207 |
|
|
2023
Q1 | $15.8M | Buy |
1,172,251
+777,328
| +197% | +$10.4M | 0.01% | 1016 |
|
|
2022
Q4 | $8.84M | Sell |
394,923
-3,781
| -0.9% | -$84.6K | ﹤0.01% | 1261 |
|
|
2022
Q3 | $8.26M | Buy |
398,704
+6,544
| +2% | +$136K | ﹤0.01% | 1220 |
|
|
2022
Q2 | $8.23M | Buy |
392,160
+20,183
| +5% | +$424K | ﹤0.01% | 1255 |
|
|
2022
Q1 | $8.65M | Buy |
371,977
+12,374
| +3% | +$288K | ﹤0.01% | 1292 |
|
|
2021
Q4 | $8.83M | Buy |
359,603
+69,334
| +24% | +$1.7M | ﹤0.01% | 1257 |
|
|
2021
Q3 | $8.48M | Sell |
290,269
-90,207
| -24% | -$2.64M | ﹤0.01% | 1230 |
|
|
2021
Q2 | $11.5M | Sell |
380,476
-53,594
| -12% | -$1.62M | 0.01% | 1043 |
|
|
2021
Q1 | $11.6M | Buy |
434,070
+45,470
| +12% | +$1.21M | 0.01% | 967 |
|
|
2020
Q4 | $8.62M | Buy |
388,600
+37,846
| +11% | +$840K | 0.01% | 979 |
|
|
2020
Q3 | $6.76M | Buy |
350,754
+83,822
| +31% | +$1.61M | 0.01% | 997 |
|
|
2020
Q2 | $5.81M | Buy |
266,932
+97,779
| +58% | +$2.13M | 0.01% | 1054 |
|
|
2020
Q1 | $3.06M | Buy |
+169,153
| New | +$3.06M | ﹤0.01% | 1225 |
|