EWM
Empirical Wealth Management’s Box BOX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Buy |
40,711
+461
| +1% | +$15.8K | 0.03% | 270 |
|
|
2025
Q1 | $1.24M | Buy |
40,250
+482
| +1% | +$14.9K | 0.03% | 268 |
|
|
2024
Q4 | $1.26M | Buy |
39,768
+522
| +1% | +$16.5K | 0.03% | 254 |
|
|
2024
Q3 | $1.28M | Buy |
39,246
+523
| +1% | +$17.1K | 0.04% | 239 |
|
|
2024
Q2 | $1.02M | Buy |
38,723
+480
| +1% | +$12.7K | 0.03% | 259 |
|
|
2024
Q1 | $1.08M | Buy |
38,243
+370
| +1% | +$10.5K | 0.03% | 251 |
|
|
2023
Q4 | $970K | Buy |
37,873
+6,363
| +20% | +$163K | 0.03% | 241 |
|
|
2023
Q3 | $763K | Buy |
31,510
+408
| +1% | +$9.88K | 0.03% | 253 |
|
|
2023
Q2 | $914K | Buy |
31,102
+370
| +1% | +$10.9K | 0.04% | 233 |
|
|
2023
Q1 | $823K | Buy |
30,732
+148
| +0.5% | +$3.97K | 0.04% | 249 |
|
|
2022
Q4 | $952K | Buy |
30,584
+2,213
| +8% | +$68.9K | 0.04% | 216 |
|
|
2022
Q3 | $692K | Buy |
28,371
+163
| +0.6% | +$3.98K | 0.04% | 243 |
|
|
2022
Q2 | $709K | Buy |
28,208
+147
| +0.5% | +$3.7K | 0.04% | 246 |
|
|
2022
Q1 | $815K | Hold |
28,061
| – | – | 0.04% | 245 |
|
|
2021
Q4 | $735K | Buy |
28,061
+2,566
| +10% | +$67.2K | 0.04% | 271 |
|
|
2021
Q3 | $603K | Buy |
25,495
+408
| +2% | +$9.65K | 0.03% | 261 |
|
|
2021
Q2 | $641K | Hold |
25,087
| – | – | 0.04% | 250 |
|
|
2021
Q1 | $576K | Sell |
25,087
-846
| -3% | -$19.4K | 0.05% | 230 |
|
|
2020
Q4 | $468K | Buy |
25,933
+408
| +2% | +$7.36K | 0.04% | 254 |
|
|
2020
Q3 | $443K | Buy |
25,525
+408
| +2% | +$7.08K | 0.04% | 229 |
|
|
2020
Q2 | $521K | Buy |
25,117
+341
| +1% | +$7.07K | 0.05% | 204 |
|
|
2020
Q1 | $348K | Buy |
+24,776
| New | +$348K | 0.04% | 227 |
|