BC
Burney Company’s Box BOX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $406K | Sell |
11,870
-9,322
| -44% | -$319K | 0.01% | 447 |
|
|
2025
Q1 | $654K | Sell |
21,192
-12,070
| -36% | -$372K | 0.02% | 375 |
|
|
2024
Q4 | $1.05M | Sell |
33,262
-584
| -2% | -$18.5K | 0.04% | 311 |
|
|
2024
Q3 | $1.11M | Sell |
33,846
-11,292
| -25% | -$370K | 0.04% | 302 |
|
|
2024
Q2 | $1.19M | Sell |
45,138
-228,840
| -84% | -$6.05M | 0.05% | 295 |
|
|
2024
Q1 | $7.76M | Sell |
273,978
-4,539
| -2% | -$129K | 0.3% | 86 |
|
|
2023
Q4 | $7.13M | Sell |
278,517
-18,441
| -6% | -$472K | 0.3% | 87 |
|
|
2023
Q3 | $7.19M | Buy |
296,958
+47,421
| +19% | +$1.15M | 0.34% | 77 |
|
|
2023
Q2 | $7.33M | Sell |
249,537
-303,585
| -55% | -$8.92M | 0.34% | 80 |
|
|
2023
Q1 | $14.8M | Sell |
553,122
-27,049
| -5% | -$725K | 0.73% | 20 |
|
|
2022
Q4 | $18.1M | Sell |
580,171
-65,179
| -10% | -$2.03M | 0.91% | 16 |
|
|
2022
Q3 | $15.7M | Sell |
645,350
-42,618
| -6% | -$1.04M | 0.87% | 15 |
|
|
2022
Q2 | $17.3M | Sell |
687,968
-49,431
| -7% | -$1.24M | 0.91% | 18 |
|
|
2022
Q1 | $21.4M | Buy |
+737,399
| New | +$21.4M | 0.98% | 10 |
|
|
2021
Q3 | – | Sell |
-32,894
| Closed | -$840K | – | 576 |
|
|
2021
Q2 | $840K | Buy |
+32,894
| New | +$840K | 0.04% | 346 |
|