Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
– Sell
-37,524
Closed -$1.16M – 645
2025
Q1
$1.16M Buy
37,524
+13,649
+57% +$442K 0.06% 266
2024
Q4
$754K Buy
23,875
+9,016
+61% +$296K 0.04% 310
2024
Q3
$486K Buy
+14,859
New +$434K 0.03% 366

Other funds holding BOX

CWA Asset Management Group's BOX Position: Q2 2025 in Review

CWA Asset Management Group sold out of Box (BOX) in Q2 2025, closing a stake of 37,524 shares — an estimated $1.16M sold.

CWA Asset Management Group first reported a position in BOX in Q3 2024 and held it in 3 quarters. The position peaked at $1.16M in Q1 2025. 416 funds tracked by Wall St. Rank hold BOX as of Q2 2025.

  • CWA Asset Management Group reported no remaining Box position as of Q2 2025 after selling out during the quarter.
  • CWA Asset Management Group sold 37,524 Box shares in Q2 2025, an estimated $1.16M.
  • CWA Asset Management Group first reported a position in Box in Q3 2024 and held it in 3 quarters.
  • CWA Asset Management Group's Box position peaked at $1.16M in Q1 2025.
  • 416 funds tracked by Wall St. Rank held Box as of Q2 2025.

Based on CWA Asset Management Group's 13F filing for Q2 2025, filed 17 Jul 2025.