Northwestern Mutual Wealth Management’s Dropbox DBX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $733K | Buy |
25,631
+100
| +0.4% | +$2.86K | ﹤0.01% | 1256 |
|
|
2025
Q1 | $682K | Hold |
25,531
| – | – | ﹤0.01% | 1230 |
|
|
2024
Q4 | $767K | Hold |
25,531
| – | – | ﹤0.01% | 1157 |
|
|
2024
Q3 | $649K | Sell |
25,531
-149
| -0.6% | -$3.79K | ﹤0.01% | 1221 |
|
|
2024
Q2 | $577K | Hold |
25,680
| – | – | ﹤0.01% | 1209 |
|
|
2024
Q1 | $624K | Sell |
25,680
-3,138
| -11% | -$76.3K | ﹤0.01% | 1172 |
|
|
2023
Q4 | $850K | Sell |
28,818
-1,379
| -5% | -$40.7K | ﹤0.01% | 1032 |
|
|
2023
Q3 | $822K | Sell |
30,197
-26,114
| -46% | -$711K | ﹤0.01% | 1011 |
|
|
2023
Q2 | $1.5M | Sell |
56,311
-12,911
| -19% | -$344K | ﹤0.01% | 801 |
|
|
2023
Q1 | $1.5M | Buy |
69,222
+36,022
| +109% | +$779K | ﹤0.01% | 776 |
|
|
2022
Q4 | $743K | Sell |
33,200
-1,200
| -3% | -$26.9K | ﹤0.01% | 962 |
|
|
2022
Q3 | $713K | Sell |
34,400
-7,302
| -18% | -$151K | ﹤0.01% | 923 |
|
|
2022
Q2 | $875K | Buy |
41,702
+25,744
| +161% | +$540K | ﹤0.01% | 859 |
|
|
2022
Q1 | $371K | Buy |
15,958
+14,011
| +720% | +$326K | ﹤0.01% | 1192 |
|
|
2021
Q4 | $48K | Buy |
1,947
+1,946
| +194,600% | +$48K | ﹤0.01% | 1994 |
|
|
2021
Q3 | $0 | Sell |
1
-349
| -100% | – | ﹤0.01% | 3055 |
|
|
2021
Q2 | $10K | Sell |
350
-42
| -11% | -$1.2K | ﹤0.01% | 2422 |
|
|
2021
Q1 | $11K | Sell |
392
-3
| -0.8% | -$84 | ﹤0.01% | 2251 |
|
|
2020
Q4 | $9K | Sell |
395
-26
| -6% | -$592 | ﹤0.01% | 2217 |
|
|
2020
Q3 | $8K | Buy |
+421
| New | +$8K | ﹤0.01% | 2042 |
|
|
2020
Q1 | – | Sell |
-1
| Closed | – | – | 2590 |
|
|
2019
Q4 | $0 | Sell |
1
-7,986
| -100% | – | ﹤0.01% | 2429 |
|
|
2019
Q3 | $161K | Hold |
7,987
| – | – | ﹤0.01% | 975 |
|
|
2019
Q2 | $200K | Hold |
7,987
| – | – | ﹤0.01% | 882 |
|
|
2019
Q1 | $174K | Hold |
7,987
| – | – | ﹤0.01% | 900 |
|
|
2018
Q4 | $163K | Buy |
+7,987
| New | +$163K | ﹤0.01% | 843 |
|