Focus Partners Wealth’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.29M | Buy |
125,522
+713
| +0.6% | +$24.4K | 0.01% | 717 |
|
|
2025
Q1 | $3.85M | Buy |
124,809
+311
| +0.2% | +$9.6K | 0.01% | 695 |
|
|
2024
Q4 | $3.93M | Buy |
124,498
+2,816
| +2% | +$89K | 0.01% | 676 |
|
|
2024
Q3 | $3.98M | Buy |
121,682
+1,511
| +1% | +$49.5K | 0.01% | 608 |
|
|
2024
Q2 | $3.18M | Buy |
120,171
+2,626
| +2% | +$69.4K | 0.01% | 577 |
|
|
2024
Q1 | $3.33M | Buy |
117,545
+13,033
| +12% | +$369K | 0.03% | 402 |
|
|
2023
Q4 | $2.68M | Buy |
+104,512
| New | +$2.68M | 0.04% | 315 |
|