Joel Isaacson & Co’s Dropbox DBX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $453K | Hold |
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|
2025
Q2 | $429K | Hold |
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|
2025
Q1 | $401K | Hold |
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|
2024
Q4 | $451K | Hold |
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|
2024
Q3 | $381K | Hold |
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|
2024
Q2 | $337K | Hold |
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|
2024
Q1 | $365K | Sell |
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|
2023
Q4 | $829K | Hold |
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|
2023
Q3 | $766K | Hold |
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|
2023
Q2 | $750K | Hold |
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|
2023
Q1 | $608K | Hold |
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|
2022
Q4 | $629K | Hold |
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|
2022
Q3 | $583K | Hold |
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|
2022
Q2 | $590K | Hold |
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|
2022
Q1 | $640K | Sell |
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|
2021
Q4 | $813K | Hold |
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|
2021
Q3 | $968K | Hold |
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|
2021
Q2 | $1M | Hold |
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|
2021
Q1 | $883K | Sell |
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|
2020
Q4 | $738K | Buy |
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|
2020
Q3 | $638K | Hold |
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|
2020
Q2 | $721K | Hold |
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|
2020
Q1 | $599K | Hold |
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|
2019
Q4 | $593K | Hold |
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|
2019
Q3 | $668K | Hold |
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|
2019
Q2 | $830K | Hold |
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|
2019
Q1 | $722K | Hold |
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|
2018
Q4 | $742K | Sell |
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|
2018
Q3 | $951K | Buy |
|