Summit Trail Advisors’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
$1.83M Buy
2025
Q2
$1.13M Buy
2025
Q1
$659K Buy
2024
Q4
$244K Buy
2022
Q1
Sell
2021
Q4
$2.15M Buy
2021
Q3
$2.56M Hold
2021
Q2
$2.65M Buy