Beverly Hills Private Wealth’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $363K | Sell |
10,637
-913
| -8% | -$31.2K | 0.07% | 224 |
|
|
2025
Q1 | $356K | Buy |
11,550
+362
| +3% | +$11.2K | 0.07% | 227 |
|
|
2024
Q4 | $354K | Sell |
11,188
-1,504
| -12% | -$47.5K | 0.07% | 221 |
|
|
2024
Q3 | $415K | Sell |
12,692
-2,936
| -19% | -$96.1K | 0.08% | 210 |
|
|
2024
Q2 | $413K | Sell |
15,628
-1,060
| -6% | -$28K | 0.09% | 211 |
|
|
2024
Q1 | $473K | Buy |
16,688
+945
| +6% | +$26.8K | 0.11% | 200 |
|
|
2023
Q4 | $403K | Sell |
15,743
-2,679
| -15% | -$68.6K | 0.11% | 206 |
|
|
2023
Q3 | $446K | Sell |
18,422
-18,851
| -51% | -$456K | 0.13% | 164 |
|
|
2023
Q2 | $1.14M | Buy |
37,273
+19,051
| +105% | +$583K | 0.19% | 120 |
|
|
2023
Q1 | $488K | Buy |
18,222
+3,063
| +20% | +$82.1K | 0.15% | 148 |
|
|
2022
Q4 | $472K | Buy |
+15,159
| New | +$472K | 0.21% | 113 |
|