Fidelity Investments’s Box BOX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $595K | Buy |
17,421
+5,767
| +49% | +$197K | ﹤0.01% | 2898 |
|
2025
Q1 | $360K | Buy |
11,654
+2,406
| +26% | +$74.3K | ﹤0.01% | 3019 |
|
2024
Q4 | $292K | Sell |
9,248
-951
| -9% | -$30.1K | ﹤0.01% | 3112 |
|
2024
Q3 | $334K | Buy |
10,199
+2,827
| +38% | +$92.5K | ﹤0.01% | 3008 |
|
2024
Q2 | $195K | Sell |
7,372
-7,268
| -50% | -$192K | ﹤0.01% | 3034 |
|
2024
Q1 | $415K | Sell |
14,640
-22,353
| -60% | -$633K | ﹤0.01% | 2785 |
|
2023
Q4 | $947K | Sell |
36,993
-113,713
| -75% | -$2.91M | ﹤0.01% | 2485 |
|
2023
Q3 | $3.65M | Sell |
150,706
-19,091
| -11% | -$462K | ﹤0.01% | 2126 |
|
2023
Q2 | $4.99M | Sell |
169,797
-247,767
| -59% | -$7.28M | ﹤0.01% | 2066 |
|
2023
Q1 | $11.2M | Sell |
417,564
-593,188
| -59% | -$15.9M | ﹤0.01% | 1835 |
|
2022
Q4 | $31.5M | Sell |
1,010,752
-153,795
| -13% | -$4.79M | ﹤0.01% | 1441 |
|
2022
Q3 | $28.4M | Sell |
1,164,547
-175,597
| -13% | -$4.28M | ﹤0.01% | 1486 |
|
2022
Q2 | $33.7M | Sell |
1,340,144
-181,530
| -12% | -$4.56M | ﹤0.01% | 1430 |
|
2022
Q1 | $44.2M | Buy |
1,521,674
+1,520,560
| +136,496% | +$44.2M | ﹤0.01% | 1447 |
|
2021
Q4 | $29K | Buy |
1,114
+1,030
| +1,226% | +$26.8K | ﹤0.01% | 3363 |
|
2021
Q3 | $2K | Buy |
+84
| New | +$2K | ﹤0.01% | 3981 |
|
2021
Q2 | – | Sell |
-1,520
| Closed | -$35K | – | 4262 |
|
2021
Q1 | $35K | Buy |
1,520
+1,369
| +907% | +$31.5K | ﹤0.01% | 3125 |
|
2020
Q4 | $3K | Sell |
151
-1,519,809
| -100% | -$30.2M | ﹤0.01% | 3510 |
|
2020
Q3 | $26.4M | Sell |
1,519,960
-709,175
| -32% | -$12.3M | ﹤0.01% | 1448 |
|
2020
Q2 | $46.3M | Sell |
2,229,135
-2,680,893
| -55% | -$55.7M | 0.01% | 1198 |
|
2020
Q1 | $68.9M | Buy |
4,910,028
+941,602
| +24% | +$13.2M | 0.01% | 910 |
|
2019
Q4 | $66.6M | Buy |
3,968,426
+107,358
| +3% | +$1.8M | 0.01% | 1082 |
|
2019
Q3 | $63.9M | Sell |
3,861,068
-141,795
| -4% | -$2.35M | 0.01% | 1066 |
|
2019
Q2 | $70.5M | Buy |
4,002,863
+96,426
| +2% | +$1.7M | 0.01% | 1064 |
|
2019
Q1 | $75.4M | Buy |
3,906,437
+2,063,120
| +112% | +$39.8M | 0.01% | 1021 |
|
2018
Q4 | $31.1M | Buy |
1,843,317
+1,512,201
| +457% | +$25.5M | ﹤0.01% | 1374 |
|
2018
Q3 | $7.92M | Buy |
331,116
+83,316
| +34% | +$1.99M | ﹤0.01% | 1999 |
|
2018
Q2 | $6.19M | Sell |
247,800
-5,507,500
| -96% | -$138M | ﹤0.01% | 2089 |
|
2018
Q1 | $118M | Buy |
5,755,300
+73,800
| +1% | +$1.52M | 0.01% | 907 |
|
2017
Q4 | $120M | Buy |
5,681,500
+1,007,100
| +22% | +$21.3M | 0.01% | 913 |
|
2017
Q3 | $90.3M | Buy |
4,674,400
+4,119,792
| +743% | +$79.6M | 0.01% | 1017 |
|
2017
Q2 | $10.1M | Buy |
554,608
+432,344
| +354% | +$7.89M | ﹤0.01% | 1941 |
|
2017
Q1 | $1.99M | Sell |
122,264
-140,400
| -53% | -$2.29M | ﹤0.01% | 2356 |
|
2016
Q4 | $3.64M | Sell |
262,664
-14,036
| -5% | -$195K | ﹤0.01% | 2260 |
|
2016
Q3 | $4.36M | Sell |
276,700
-1,547,600
| -85% | -$24.4M | ﹤0.01% | 2225 |
|
2016
Q2 | $18.9M | Sell |
1,824,300
-246,000
| -12% | -$2.54M | ﹤0.01% | 1702 |
|
2016
Q1 | $25.4M | Sell |
2,070,300
-1,295,250
| -38% | -$15.9M | ﹤0.01% | 1557 |
|
2015
Q4 | $47M | Buy |
+3,365,550
| New | +$47M | 0.01% | 1280 |
|