GIM
Groesbeck Investment Management’s Dropbox DBX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $753K | Hold |
28,200
| – | – | 1.05% | 34 |
|
|
2024
Q4 | $847K | Sell |
28,200
-600
| -2% | -$18K | 1.1% | 26 |
|
|
2024
Q3 | $732K | Hold |
28,800
| – | – | 1.08% | 35 |
|
|
2024
Q2 | $647K | Hold |
28,800
| – | – | 0.9% | 41 |
|
|
2024
Q1 | $700K | Sell |
28,800
-300
| -1% | -$7.29K | 0.75% | 44 |
|
|
2023
Q4 | $858K | Sell |
29,100
-2,300
| -7% | -$67.8K | 1.19% | 29 |
|
|
2023
Q3 | $855K | Hold |
31,400
| – | – | 1.3% | 25 |
|
|
2023
Q2 | $837K | Hold |
31,400
| – | – | 1.27% | 27 |
|
|
2023
Q1 | $679K | Hold |
31,400
| – | – | 1.02% | 34 |
|
|
2022
Q4 | $703K | Hold |
31,400
| – | – | 1.18% | 31 |
|
|
2022
Q3 | $659K | Hold |
31,400
| – | – | 1.09% | 31 |
|
|
2022
Q2 | $659K | Sell |
31,400
-170
| -0.5% | -$3.57K | 1.09% | 31 |
|
|
2022
Q1 | $734K | Hold |
31,570
| – | – | 0.82% | 41 |
|
|
2021
Q4 | $775K | Buy |
31,570
+3,700
| +13% | +$90.8K | 0.98% | 33 |
|
|
2021
Q3 | $814K | Hold |
27,870
| – | – | 0.94% | 32 |
|
|
2021
Q2 | $845K | Buy |
27,870
+600
| +2% | +$18.2K | 1.08% | 32 |
|
|
2021
Q1 | $727K | Buy |
27,270
+10,300
| +61% | +$275K | 1.05% | 33 |
|
|
2020
Q4 | $377K | Hold |
16,970
| – | – | 0.62% | 60 |
|
|
2020
Q3 | $327K | Buy |
+16,970
| New | +$327K | 0.61% | 62 |
|