SVB Wealth’s Dropbox DBX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
|
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|
2025
Q1 | $141K | Sell |
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|
2024
Q4 | $230K | Buy |
|
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|
2024
Q3 | – | Sell |
|
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|
2024
Q2 | $225K | Sell |
|
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|
2024
Q1 | $244K | Sell |
|
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|
2023
Q4 | $408K | Sell |
|
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|
2023
Q3 | $556K | Sell |
|
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|
2023
Q2 | $554K | Sell |
|
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|
2023
Q1 | $619K | Sell |
|
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|
2022
Q4 | $663K | Buy |
|
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|
2022
Q3 | $591K | Sell |
|
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|
2022
Q2 | $848K | Buy |
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|
2022
Q1 | $937K | Sell |
|
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|
2021
Q4 | $994K | Buy |
|