Summit Trail Advisors’s Dropbox DBX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Buy |
39,631
+14,940
| +61% | +$427K | 0.02% | 430 |
|
|
2025
Q1 | $659K | Buy |
24,691
+16,574
| +204% | +$443K | 0.02% | 212 |
|
|
2024
Q4 | $244K | Buy |
+8,117
| New | +$244K | 0.01% | 329 |
|
|
2022
Q1 | – | Sell |
-87,731
| Closed | -$2.15M | – | 337 |
|
|
2021
Q4 | $2.15M | Buy |
87,731
+149
| +0.2% | +$3.66K | 0.14% | 86 |
|
|
2021
Q3 | $2.56M | Hold |
87,582
| – | – | 0.19% | 67 |
|
|
2021
Q2 | $2.66M | Buy |
+87,582
| New | +$2.66M | 0.23% | 53 |
|