Diversified Trust’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 | $418K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $432K | Sell |
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|
2024
Q2 | $713K | Buy |
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|
2024
Q1 | $742K | Sell |
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|
2023
Q4 | $1.11M | Buy |
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|
2023
Q3 | $801K | Sell |
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|
2023
Q2 | $1.1M | Buy |
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|
2023
Q1 | $290K | Buy |
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|
2022
Q4 | $272K | Hold |
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|
2022
Q3 | $213K | Hold |
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|
2022
Q2 | $220K | Sell |
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|
2022
Q1 | $382K | Sell |
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|
2021
Q4 | $854K | Buy |
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|
2021
Q3 | $715K | Buy |
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|
2021
Q2 | $662K | Sell |
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|
2021
Q1 | $615K | Sell |
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|
2020
Q4 | $578K | Buy |
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|
2020
Q3 | $341K | Sell |
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|
2020
Q2 | $418K | Buy |
|