United Capital Financial Advisors’s Dropbox DBX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $229K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $230K | Sell |
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|
2024
Q1 | $299K | Buy |
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|
2023
Q4 | $362K | Buy |
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|
2023
Q3 | $272K | Hold |
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|
2023
Q2 | $267K | Sell |
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|
2023
Q1 | $271K | Buy |
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|
2022
Q4 | $229K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $634K | Buy |
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|
2019
Q1 | $495K | Buy |
|