HHGA
Halbert Hargrove Global Advisors’s Dropbox DBX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,500
| Closed | -$195K | – | 671 |
|
|
2024
Q4 | $195K | Hold |
6,500
| – | – | 0.01% | 75 |
|
|
2024
Q3 | $165K | Hold |
6,500
| – | – | 0.01% | 74 |
|
|
2024
Q2 | $146K | Sell |
6,500
-33,500
| -84% | -$753K | 0.01% | 75 |
|
|
2024
Q1 | $972K | Buy |
+40,000
| New | +$972K | 0.06% | 43 |
|
|
2022
Q2 | – | Sell |
-40,083
| Closed | -$932K | – | 147 |
|
|
2022
Q1 | $932K | Sell |
40,083
-439
| -1% | -$10.2K | 0.06% | 54 |
|
|
2021
Q4 | $994K | Sell |
40,522
-43
| -0.1% | -$1.06K | 0.06% | 53 |
|
|
2021
Q3 | $1.19M | Buy |
40,565
+17
| +0% | +$497 | 0.08% | 39 |
|
|
2021
Q2 | $1.23M | Sell |
40,548
-44
| -0.1% | -$1.33K | 0.08% | 38 |
|
|
2021
Q1 | $1.08M | Buy |
40,592
+20,553
| +103% | +$548K | 0.08% | 35 |
|
|
2020
Q4 | $445K | Buy |
+20,039
| New | +$445K | 0.03% | 59 |
|