Perigon 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
Q1 | – | Sell |
-24,598
| Closed | -$748K | – | 1035 |
|
|
2024
Q4 | $748K | Sell |
24,598
-12,501
| -34% | -$380K | 0.02% | 519 |
|
|
2024
Q3 | $943K | Buy |
37,099
+148
| +0.4% | +$3.76K | 0.02% | 449 |
|
|
2024
Q2 | $830K | Sell |
36,951
-33
| -0.1% | -$742 | 0.02% | 415 |
|
|
2024
Q1 | $899K | Buy |
36,984
+8
| +0% | +$194 | 0.03% | 395 |
|
|
2023
Q4 | $1.09M | Sell |
36,976
-22,695
| -38% | -$669K | 0.04% | 323 |
|
|
2023
Q3 | $1.62M | Buy |
59,671
+45,369
| +317% | +$1.24M | 0.07% | 230 |
|
|
2023
Q2 | $381K | Buy |
+14,302
| New | +$381K | 0.02% | 529 |
|
|
2021
Q1 | – | Sell |
-8,513
| Closed | -$189K | – | 604 |
|
|
2020
Q4 | $189K | Buy |
+8,513
| New | +$189K | 0.02% | 405 |
|