Venturi Wealth Management’s Dropbox DBX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,910
| Closed | -$178K | – | 870 |
|
|
2024
Q4 | $178K | Buy |
5,910
+2,092
| +55% | +$62.8K | 0.01% | 575 |
|
|
2024
Q3 | $97.1K | Buy |
3,818
+1,149
| +43% | +$29.2K | 0.01% | 573 |
|
|
2024
Q2 | $60K | Buy |
2,669
+1,960
| +276% | +$44K | ﹤0.01% | 617 |
|
|
2024
Q1 | $17.2K | Sell |
709
-332
| -32% | -$8.07K | ﹤0.01% | 779 |
|
|
2023
Q4 | $30.7K | Buy |
1,041
+173
| +20% | +$5.1K | ﹤0.01% | 593 |
|
|
2023
Q3 | $23.6K | Buy |
868
+768
| +768% | +$20.9K | ﹤0.01% | 581 |
|
|
2023
Q2 | $2.67K | Hold |
100
| – | – | ﹤0.01% | 866 |
|
|
2023
Q1 | $2.16K | Buy |
+100
| New | +$2.16K | ﹤0.01% | 993 |
|