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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $217K | Hold |
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|
2025
Q2 | $230K | Sell |
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|
2025
Q1 | $260K | Hold |
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|
2024
Q4 | $267K | Hold |
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|
2024
Q3 | $276K | Hold |
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|
2024
Q2 | $223K | Hold |
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|
2024
Q1 | $239K | Hold |
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|
2023
Q4 | $216K | Hold |
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|
2023
Q3 | $204K | Hold |
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|
2023
Q2 | $248K | Hold |
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|
2023
Q1 | $226K | Hold |
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|
2022
Q4 | $263K | Hold |
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|
2022
Q3 | $205K | Hold |
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|
2022
Q2 | $212K | Hold |
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|
2022
Q1 | $258K | Hold |
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|
2021
Q4 | $221K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $201K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $195K | Hold |
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|
2020
Q3 | $189K | Hold |
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|
2020
Q2 | $192K | Sell |
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|
2020
Q1 | $209K | Hold |
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|
2019
Q4 | $250K | Hold |
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|
2019
Q3 | $247K | Hold |
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|
2019
Q2 | $263K | Hold |
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|
2019
Q1 | $288K | Hold |
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|
2018
Q4 | $252K | Hold |
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|
2018
Q3 | $336K | Hold |
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|
2018
Q2 | $390K | Sell |
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|
2018
Q1 | $365K | Hold |
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|
2017
Q4 | $381K | Sell |
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|
2017
Q3 | $367K | Buy |
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