Carolinas Wealth Consulting’s Box BOX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$2.81K Hold
2024
Q4
$2.88K Sell
2024
Q3
$3.4K Buy
2024
Q2
$2.72K Sell
2024
Q1
$2.97K Hold
2023
Q4
$2.69K Sell
2023
Q3
$2.81K Sell
2023
Q2
$3.35K Sell
2023
Q1
$3.59K Sell
2022
Q4
$5.82K Buy
2022
Q3
$3K Hold
2022
Q2
$3K Hold
2022
Q1
$4K Hold
2021
Q4
$4K Buy