Blue Trust Inc’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $991K | Buy |
29,012
+2,721
| +10% | +$93K | 0.01% | 276 |
|
|
2025
Q1 | $811K | Buy |
26,291
+12,330
| +88% | +$381K | 0.01% | 284 |
|
|
2024
Q4 | $441K | Buy |
13,961
+863
| +7% | +$27.3K | 0.01% | 406 |
|
|
2024
Q3 | $346K | Buy |
13,098
+1,650
| +14% | +$43.6K | ﹤0.01% | 616 |
|
|
2024
Q2 | $324K | Buy |
11,448
+1,982
| +21% | +$56.1K | ﹤0.01% | 530 |
|
|
2024
Q1 | $268K | Buy |
9,466
+3,301
| +54% | +$93.5K | ﹤0.01% | 423 |
|
|
2023
Q4 | $149K | Buy |
6,165
+897
| +17% | +$21.7K | ﹤0.01% | 543 |
|
|
2023
Q3 | $155K | Buy |
5,268
+4,375
| +490% | +$129K | ﹤0.01% | 497 |
|
|
2023
Q2 | $24K | Sell |
893
-10,397
| -92% | -$279K | ﹤0.01% | 974 |
|
|
2023
Q1 | $351K | Buy |
11,290
+2,670
| +31% | +$83K | 0.01% | 367 |
|
|
2022
Q4 | $210K | Buy |
8,620
+4,174
| +94% | +$102K | ﹤0.01% | 433 |
|
|
2022
Q3 | $112K | Buy |
4,446
+957
| +27% | +$24.1K | ﹤0.01% | 490 |
|
|
2022
Q2 | $101K | Buy |
+3,489
| New | +$101K | ﹤0.01% | 491 |
|