Disciplined U.S. Equity Portfolio DBX Holdings History
Disciplined U.S. Equity Portfolio's Dropbox Inc Holding Summary
As of 2025-04-30, Disciplined U.S. Equity Portfolio held 319,261.00 shares of Dropbox Inc(DBX), totaling $9.11 Mil. This investment constitutes 1.92% of their stock portfolio, and Disciplined U.S. Equity Portfolio now holds 0.12% of the outstanding Dropbox Inc(DBX) stock.
The initial trade took place in 2020Q4. And since then Disciplined U.S. Equity Portfolio has made 3 purchases of DBX, at an average price of $22.04, for a total of 573,067.00 shares. In addition, there have been 4 sales at an average price of $26.40 for 253,806.00 shares. Based on historical transaction data and DBX's current price of $26.93, Disciplined U.S. Equity Portfolio's estimated gain on his DBX holdings is $2.67 Mil, reflecting a 21.12% gain to date.
Disciplined U.S. Equity Portfolio DBX ($26.93) Holding Chart
Disciplined U.S. Equity Portfolio DBX ($26.93) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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