Carolinas Wealth Consulting’s Box BOX Stock Holding History

Carolinas Wealth Consulting’s Portfolio BOX Stock Details BOX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-91	Closed	-$2.81K	–	107
2025 Q1	$2.81K	Hold	91	–	–	﹤0.01%	718
2024 Q4	$2.88K	Sell	91 -13	-13%	-$426	﹤0.01%	749
2024 Q3	$3.4K	Buy	104 +1	+1%	+$29	﹤0.01%	721
2024 Q2	$2.72K	Sell	103 -2	-2%	-$53	﹤0.01%	735
2024 Q1	$2.97K	Hold	105	–	–	﹤0.01%	726
2023 Q4	$2.69K	Sell	105 -8	-7%	-$202	﹤0.01%	708
2023 Q3	$2.81K	Sell	113 -1	-0.9%	-$29	﹤0.01%	700
2023 Q2	$3.35K	Sell	114 -20	-15%	-$554	﹤0.01%	740
2023 Q1	$3.59K	Sell	134 -53	-28%	-$1.6K	﹤0.01%	739
2022 Q4	$5.82K	Buy	187 +50	+36%	+$1.43K	﹤0.01%	675
2022 Q3	$3K	Hold	137	–	–	﹤0.01%	707
2022 Q2	$3K	Hold	137	–	–	﹤0.01%	713
2022 Q1	$4K	Hold	137	–	–	﹤0.01%	714
2021 Q4	$4K	Buy	+137	New	+$3.53K	﹤0.01%	722

Other funds holding BOX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Carolinas Wealth Consulting's BOX Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Box (BOX) in Q2 2025, closing a stake of 91 shares — an estimated $2.81K sold.

Carolinas Wealth Consulting first reported a position in BOX in Q4 2021 and held it in 14 quarters. The position peaked at $5.82K in Q4 2022. 416 funds tracked by Wall St. Rank hold BOX as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Box position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 91 Box shares in Q2 2025, an estimated $2.81K.
Carolinas Wealth Consulting first reported a position in Box in Q4 2021 and held it in 14 quarters.
Carolinas Wealth Consulting's Box position peaked at $5.82K in Q4 2022.
416 funds tracked by Wall St. Rank held Box as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.