Fort Washington Investment Advisors’s Box BOX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $17.5M | Buy |
511,955
+39,792
| +8% | +$1.36M | 0.1% | 182 |
|
2025
Q1 | $14.6M | Sell |
472,163
-232,420
| -33% | -$7.17M | 0.09% | 187 |
|
2024
Q4 | $22.3M | Buy |
704,583
+61,660
| +10% | +$1.95M | 0.13% | 143 |
|
2024
Q3 | $21M | Sell |
642,923
-148,410
| -19% | -$4.86M | 0.13% | 144 |
|
2024
Q2 | $20.9M | Buy |
791,333
+90,670
| +13% | +$2.4M | 0.14% | 134 |
|
2024
Q1 | $19.8M | Sell |
700,663
-61,230
| -8% | -$1.73M | 0.13% | 150 |
|
2023
Q4 | $19.5M | Buy |
761,893
+93,660
| +14% | +$2.4M | 0.14% | 142 |
|
2023
Q3 | $16.2M | Sell |
668,233
-169,330
| -20% | -$4.1M | 0.12% | 148 |
|
2023
Q2 | $24.6M | Buy |
837,563
+121,234
| +17% | +$3.56M | 0.18% | 120 |
|
2023
Q1 | $19.2M | Sell |
716,329
-175,237
| -20% | -$4.69M | 0.14% | 138 |
|
2022
Q4 | $27.8M | Sell |
891,566
-42,240
| -5% | -$1.31M | 0.22% | 109 |
|
2022
Q3 | $22.8M | Buy |
933,806
+25,330
| +3% | +$618K | 0.19% | 118 |
|
2022
Q2 | $22.8M | Sell |
908,476
-185,238
| -17% | -$4.66M | 0.18% | 122 |
|
2022
Q1 | $31.8M | Buy |
1,093,714
+26,631
| +2% | +$774K | 0.2% | 115 |
|
2021
Q4 | $27.9M | Buy |
1,067,083
+184,240
| +21% | +$4.83M | 0.17% | 124 |
|
2021
Q3 | $20.9M | Buy |
882,843
+150,248
| +21% | +$3.56M | 0.13% | 138 |
|
2021
Q2 | $18.7M | Buy |
732,595
+146,583
| +25% | +$3.75M | 0.17% | 99 |
|
2021
Q1 | $13.5M | Buy |
586,012
+543,407
| +1,275% | +$12.5M | 0.13% | 112 |
|
2020
Q4 | $769K | Hold |
42,605
| – | – | 0.01% | 335 |
|
2020
Q3 | $740K | Hold |
42,605
| – | – | 0.01% | 334 |
|
2020
Q2 | $884K | Sell |
42,605
-1,687
| -4% | -$35K | 0.01% | 318 |
|
2020
Q1 | $622K | Hold |
44,292
| – | – | 0.01% | 310 |
|
2019
Q4 | $743K | Hold |
44,292
| – | – | 0.01% | 341 |
|
2019
Q3 | $733K | Hold |
44,292
| – | – | 0.01% | 352 |
|
2019
Q2 | $780K | Hold |
44,292
| – | – | 0.01% | 340 |
|
2019
Q1 | $855K | Hold |
44,292
| – | – | 0.01% | 335 |
|
2018
Q4 | $748K | Hold |
44,292
| – | – | 0.01% | 353 |
|
2018
Q3 | $1.06M | Buy |
44,292
+2,773
| +7% | +$66.3K | 0.01% | 348 |
|
2018
Q2 | $1.04M | Buy |
41,519
+8,088
| +24% | +$202K | 0.01% | 346 |
|
2018
Q1 | $687K | Buy |
33,431
+2,792
| +9% | +$57.4K | 0.01% | 397 |
|
2017
Q4 | $647K | Buy |
30,639
+11,943
| +64% | +$252K | 0.01% | 448 |
|
2017
Q3 | $361K | Buy |
18,696
+3,367
| +22% | +$65K | 0.01% | 428 |
|
2017
Q2 | $280K | Buy |
+15,329
| New | +$280K | ﹤0.01% | 443 |
|