Envestnet Asset Management’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.2M | Sell |
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|
2025
Q1 | $11.1M | Sell |
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|
2024
Q4 | $11.6M | Sell |
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|
2024
Q3 | $12.2M | Buy |
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|
2024
Q2 | $8.77M | Buy |
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|
2024
Q1 | $8.28M | Buy |
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|
2023
Q4 | $7.34M | Sell |
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|
2023
Q3 | $8.2M | Buy |
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|
2023
Q2 | $4.07M | Sell |
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|
2023
Q1 | $3.49M | Buy |
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|
2022
Q4 | $4.44M | Buy |
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|
2022
Q3 | $3.1M | Buy |
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|
2022
Q2 | $2.51M | Buy |
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|
2022
Q1 | $2.52M | Buy |
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|
2021
Q4 | $1.92M | Buy |
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|
2021
Q3 | $363K | Buy |
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|
2021
Q2 | $334K | Buy |
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|
2021
Q1 | $272K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $342K | Buy |
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|
2019
Q3 | $202K | Buy |
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|
2019
Q2 | $190K | Buy |
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|
2019
Q1 | $202K | Buy |
|