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Congress Asset Management’s Box BOX Stock Holding History

Congress Asset Management’s Portfolio BOX Stock Details BOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$64.5M Buy
1,886,750
+40,681
+2% +$1.39M 0.44% 92
2025
Q1 		$57M Buy
1,846,069
+186,423
+11% +$5.75M 0.43% 93
2024
Q4 		$52.4M Buy
1,659,646
+246,993
+17% +$7.8M 0.35% 100
2024
Q3 		$46.2M Buy
+1,412,653
New +$46.2M 0.32% 107