Geneos Wealth Management’s Dropbox DBX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.4K | Sell |
1,273
-432
| -25% | -$12.4K | ﹤0.01% | 1736 |
|
|
2025
Q1 | $45.5K | Buy |
1,705
+1,400
| +459% | +$37.4K | ﹤0.01% | 1971 |
|
|
2024
Q4 | $9.16K | Buy |
305
+75
| +33% | +$2.25K | ﹤0.01% | 2081 |
|
|
2024
Q3 | $5.85K | Sell |
230
-520
| -69% | -$13.2K | ﹤0.01% | 2024 |
|
|
2024
Q2 | $16.9K | Hold |
750
| – | – | ﹤0.01% | 1393 |
|
|
2024
Q1 | $18.2K | Buy |
750
+550
| +275% | +$13.4K | ﹤0.01% | 1385 |
|
|
2023
Q4 | $5.9K | Hold |
200
| – | – | ﹤0.01% | 1691 |
|
|
2023
Q3 | $5.45K | Hold |
200
| – | – | ﹤0.01% | 1721 |
|
|
2023
Q2 | $5.33K | Hold |
200
| – | – | ﹤0.01% | 1724 |
|
|
2023
Q1 | $4.32K | Hold |
200
| – | – | ﹤0.01% | 1767 |
|
|
2022
Q4 | $4.48K | Hold |
200
| – | – | ﹤0.01% | 1734 |
|
|
2022
Q3 | $4K | Sell |
200
-1,875
| -90% | -$37.5K | ﹤0.01% | 1725 |
|
|
2022
Q2 | $45K | Hold |
2,075
| – | – | ﹤0.01% | 1322 |
|
|
2022
Q1 | $48K | Hold |
2,075
| – | – | ﹤0.01% | 1406 |
|
|
2021
Q4 | $50K | Sell |
2,075
-1,100
| -35% | -$26.5K | ﹤0.01% | 1480 |
|
|
2021
Q3 | $93K | Sell |
3,175
-172
| -5% | -$5.04K | ﹤0.01% | 1202 |
|
|
2021
Q2 | $102K | Buy |
3,347
+167
| +5% | +$5.09K | ﹤0.01% | 1156 |
|
|
2021
Q1 | $81K | Sell |
3,180
-453
| -12% | -$11.5K | ﹤0.01% | 1391 |
|
|
2020
Q4 | $96K | Buy |
3,633
+1,058
| +41% | +$28K | ﹤0.01% | 1163 |
|
|
2020
Q3 | $49K | Buy |
2,575
+2,175
| +544% | +$41.4K | ﹤0.01% | 1265 |
|
|
2020
Q2 | $8K | Buy |
400
+100
| +33% | +$2K | ﹤0.01% | 1973 |
|
|
2020
Q1 | $5K | Hold |
300
| – | – | ﹤0.01% | 2022 |
|
|
2019
Q4 | $5K | Hold |
300
| – | – | ﹤0.01% | 2171 |
|
|
2019
Q3 | $5K | Sell |
300
-100
| -25% | -$1.67K | ﹤0.01% | 2089 |
|
|
2019
Q2 | $10K | Hold |
400
| – | – | ﹤0.01% | 1897 |
|
|
2019
Q1 | $8K | Sell |
400
-833
| -68% | -$16.7K | ﹤0.01% | 1896 |
|
|
2018
Q4 | $25K | Sell |
1,233
-920
| -43% | -$18.7K | ﹤0.01% | 1397 |
|
|
2018
Q3 | $57K | Buy |
2,153
+153
| +8% | +$4.05K | ﹤0.01% | 1110 |
|
|
2018
Q2 | $64K | Buy |
2,000
+1,750
| +700% | +$56K | 0.01% | 936 |
|
|
2018
Q1 | $7K | Buy |
+250
| New | +$7K | ﹤0.01% | 1753 |
|