EFG Asset Management’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.39M | Buy |
128,440
+8,325
| +7% | +$284K | 0.62% | 65 |
|
|
2025
Q1 | $3.71M | Buy |
120,115
+16,224
| +16% | +$501K | 0.62% | 50 |
|
|
2024
Q4 | $3.28M | Buy |
103,891
+38,710
| +59% | +$1.22M | 0.45% | 84 |
|
|
2024
Q3 | $2.13M | Buy |
65,181
+4,701
| +8% | +$154K | 0.36% | 121 |
|
|
2024
Q2 | $1.6M | Buy |
60,480
+286
| +0.5% | +$7.56K | 0.28% | 139 |
|
|
2024
Q1 | $1.7M | Buy |
60,194
+3,396
| +6% | +$96.2K | 0.29% | 141 |
|
|
2023
Q4 | $1.45M | Sell |
56,798
-1,411
| -2% | -$36.1K | 0.28% | 143 |
|
|
2023
Q3 | $1.41M | Sell |
58,209
-5,558
| -9% | -$135K | 0.33% | 110 |
|
|
2023
Q2 | $1.87M | Buy |
63,767
+4,857
| +8% | +$143K | 0.4% | 82 |
|
|
2023
Q1 | $1.58M | Sell |
58,910
-11,805
| -17% | -$316K | 0.35% | 100 |
|
|
2022
Q4 | $2.22M | Sell |
70,715
-10,967
| -13% | -$344K | 0.5% | 68 |
|
|
2022
Q3 | $1.99M | Buy |
81,682
+23,769
| +41% | +$580K | 0.46% | 72 |
|
|
2022
Q2 | $1.46M | Sell |
57,913
-32,516
| -36% | -$817K | 0.31% | 105 |
|
|
2022
Q1 | $2.63M | Sell |
90,429
-807
| -0.9% | -$23.4K | 0.39% | 76 |
|
|
2021
Q4 | $2.39M | Buy |
+91,236
| New | +$2.39M | 0.31% | 97 |
|