Tyler-Stone Wealth Management’s Dropbox DBX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Hold |
8,400
| – | – | 0.04% | 302 |
|
|
2025
Q1 | $224K | Hold |
8,400
| – | – | 0.04% | 302 |
|
|
2024
Q4 | $252K | Hold |
8,400
| – | – | 0.04% | 279 |
|
|
2024
Q3 | $214K | Buy |
8,400
+4,200
| +100% | +$107K | 0.04% | 304 |
|
|
2024
Q2 | $94.4K | Hold |
4,200
| – | – | 0.04% | 292 |
|
|
2024
Q1 | $102K | Hold |
4,200
| – | – | 0.05% | 273 |
|
|
2023
Q4 | $124K | Hold |
4,200
| – | – | 0.06% | 237 |
|
|
2023
Q3 | $114K | Hold |
4,200
| – | – | 0.07% | 233 |
|
|
2023
Q2 | $112K | Buy |
+4,200
| New | +$112K | 0.06% | 239 |
|
|
2022
Q4 | $94K | Hold |
4,200
| – | – | 0.06% | 241 |
|
|
2022
Q3 | $87K | Hold |
4,200
| – | – | 0.07% | 236 |
|
|
2022
Q2 | $88K | Hold |
4,200
| – | – | 0.06% | 254 |
|
|
2022
Q1 | $98K | Hold |
4,200
| – | – | 0.05% | 253 |
|
|
2021
Q4 | $103K | Buy |
+4,200
| New | +$103K | 0.05% | 265 |
|