Sanders Morris Harris’s Dropbox DBX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-12,970
Closed -$353K 200
2025
Q1
$353K Hold
12,970
0.05% 189
2024
Q4
$390K Hold
12,970
0.06% 191
2024
Q3
$330K Hold
12,970
0.05% 202
2024
Q2
$291K Hold
12,970
0.05% 220
2024
Q1
$315K Hold
12,970
0.06% 207
2023
Q4
$384K Hold
12,970
0.19% 133
2023
Q3
$354K Hold
12,970
0.07% 177
2023
Q2
$345K Buy
+12,970
New +$345K 0.08% 177
2023
Q1
Sell
-12,970
Closed -$290K 176
2022
Q4
$290K Hold
12,970
0.11% 158
2022
Q3
$277K Hold
12,970
0.07% 210
2022
Q2
$284K Hold
12,970
0.06% 219
2022
Q1
$302K Hold
12,970
0.06% 226
2021
Q4
$322K Hold
12,970
0.06% 229
2021
Q3
$375K Hold
12,970
0.07% 209
2021
Q2
$401K Sell
12,970
-3,000
-19% -$92.8K 0.08% 205
2021
Q1
$441K Hold
15,970
0.09% 176
2020
Q4
$353K Hold
15,970
0.08% 201
2020
Q3
$324K Buy
+15,970
New +$324K 0.09% 197
2020
Q1
Sell
-82,600
Closed -$1.49M 188
2019
Q4
$1.49M Buy
+82,600
New +$1.49M 0.34% 81