Cahaba Wealth Management’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-6,733
| Closed | -$201K | – | 156 |
|
|
2025
Q4 | $201K | Hold |
6,733
| – | – | 0.01% | 152 |
|
|
2025
Q3 | $217K | Hold |
6,733
| – | – | 0.02% | 143 |
|
|
2025
Q2 | $230K | Sell |
6,733
-1,706
| -20% | -$55.9K | 0.02% | 142 |
|
|
2025
Q1 | $260K | Hold |
8,439
| – | – | 0.02% | 125 |
|
|
2024
Q4 | $267K | Hold |
8,439
| – | – | 0.02% | 125 |
|
|
2024
Q3 | $276K | Hold |
8,439
| – | – | 0.02% | 125 |
|
|
2024
Q2 | $223K | Hold |
8,439
| – | – | 0.02% | 135 |
|
|
2024
Q1 | $239K | Hold |
8,439
| – | – | 0.02% | 136 |
|
|
2023
Q4 | $216K | Hold |
8,439
| – | – | 0.02% | 134 |
|
|
2023
Q3 | $204K | Hold |
8,439
| – | – | 0.02% | 140 |
|
|
2023
Q2 | $248K | Hold |
8,439
| – | – | 0.03% | 126 |
|
|
2023
Q1 | $226K | Hold |
8,439
| – | – | 0.03% | 133 |
|
|
2022
Q4 | $263K | Hold |
8,439
| – | – | 0.03% | 119 |
|
|
2022
Q3 | $205K | Hold |
8,439
| – | – | 0.03% | 126 |
|
|
2022
Q2 | $212K | Hold |
8,439
| – | – | 0.03% | 126 |
|
|
2022
Q1 | $258K | Hold |
8,439
| – | – | 0.04% | 124 |
|
|
2021
Q4 | $221K | Buy |
+8,439
| New | +$217K | 0.03% | 137 |
|
|
2021
Q3 | – | Sell |
-8,439
| Closed | -$201K | – | 134 |
|
|
2021
Q2 | $201K | Buy |
+8,439
| New | +$197K | 0.03% | 78 |
|
|
2021
Q1 | – | Sell |
-10,939
| Closed | -$195K | – | 91 |
|
|
2020
Q4 | $195K | Hold |
10,939
| – | – | 0.03% | 89 |
|
|
2020
Q3 | $189K | Hold |
10,939
| – | – | 0.04% | 73 |
|
|
2020
Q2 | $192K | Sell |
10,939
-4,000
| -27% | -$70.2K | 0.04% | 75 |
|
|
2020
Q1 | $209K | Hold |
14,939
| – | – | 0.05% | 68 |
|
|
2019
Q4 | $250K | Hold |
14,939
| – | – | 0.06% | 67 |
|
|
2019
Q3 | $247K | Hold |
14,939
| – | – | 0.06% | 65 |
|
|
2019
Q2 | $263K | Hold |
14,939
| – | – | 0.07% | 64 |
|
|
2019
Q1 | $288K | Hold |
14,939
| – | – | 0.08% | 63 |
|
|
2018
Q4 | $252K | Hold |
14,939
| – | – | 0.08% | 64 |
|
|
2018
Q3 | $336K | Hold |
14,939
| – | – | 0.11% | 55 |
|
|
2018
Q2 | $390K | Sell |
14,939
-3,110
| -17% | -$77.1K | 0.14% | 50 |
|
|
2018
Q1 | $365K | Hold |
18,049
| – | – | 0.14% | 45 |
|
|
2017
Q4 | $381K | Sell |
18,049
-950
| -5% | -$20K | 0.16% | 43 |
|
|
2017
Q3 | $367K | Buy |
+18,999
| New | +$357K | 0.17% | 43 |
|
Other funds holding BOX
VPM
VCM
