Garde Capital’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $329K | Hold |
9,627
| – | – | 0.02% | 163 |
|
|
2025
Q1 | $297K | Sell |
9,627
-4,508
| -32% | -$139K | 0.02% | 169 |
|
|
2024
Q4 | $447K | Sell |
14,135
-1,707
| -11% | -$54K | 0.03% | 150 |
|
|
2024
Q3 | $519K | Sell |
15,842
-130
| -0.8% | -$4.26K | 0.03% | 139 |
|
|
2024
Q2 | $422K | Hold |
15,972
| – | – | 0.03% | 146 |
|
|
2024
Q1 | $452K | Sell |
15,972
-310
| -2% | -$8.77K | 0.03% | 142 |
|
|
2023
Q4 | $417K | Sell |
16,282
-1,949
| -11% | -$49.9K | 0.03% | 141 |
|
|
2023
Q3 | $441K | Hold |
18,231
| – | – | 0.04% | 131 |
|
|
2023
Q2 | $536K | Sell |
18,231
-10
| -0.1% | -$294 | 0.04% | 135 |
|
|
2023
Q1 | $489K | Hold |
18,241
| – | – | 0.05% | 120 |
|
|
2022
Q4 | $568K | Hold |
18,241
| – | – | 0.07% | 109 |
|
|
2022
Q3 | $445K | Hold |
18,241
| – | – | 0.06% | 115 |
|
|
2022
Q2 | $459K | Sell |
18,241
-1,700
| -9% | -$42.8K | 0.06% | 120 |
|
|
2022
Q1 | $579K | Sell |
19,941
-106
| -0.5% | -$3.08K | 0.06% | 117 |
|
|
2021
Q4 | $525K | Hold |
20,047
| – | – | 0.05% | 127 |
|
|
2021
Q3 | $475K | Buy |
20,047
+634
| +3% | +$15K | 0.05% | 127 |
|
|
2021
Q2 | $496K | Sell |
19,413
-100
| -0.5% | -$2.56K | 0.05% | 125 |
|
|
2021
Q1 | $448K | Buy |
19,513
+94
| +0.5% | +$2.16K | 0.05% | 123 |
|
|
2020
Q4 | $350K | Sell |
19,419
-3,745
| -16% | -$67.5K | 0.04% | 137 |
|
|
2020
Q3 | $402K | Sell |
23,164
-3,065
| -12% | -$53.2K | 0.06% | 112 |
|
|
2020
Q2 | $545K | Sell |
26,229
-6,796
| -21% | -$141K | 0.08% | 86 |
|
|
2020
Q1 | $464K | Sell |
33,025
-1,399
| -4% | -$19.7K | 0.08% | 82 |
|
|
2019
Q4 | $578K | Sell |
34,424
-5,455
| -14% | -$91.6K | 0.08% | 81 |
|
|
2019
Q3 | $660K | Buy |
39,879
+80
| +0.2% | +$1.32K | 0.1% | 74 |
|
|
2019
Q2 | $701K | Sell |
39,799
-3,063
| -7% | -$54K | 0.11% | 71 |
|
|
2019
Q1 | $828K | Buy |
42,862
+7,249
| +20% | +$140K | 0.14% | 62 |
|
|
2018
Q4 | $601K | Sell |
35,613
-3,081
| -8% | -$52K | 0.11% | 98 |
|
|
2018
Q3 | $699K | Buy |
38,694
+14,225
| +58% | +$257K | 0.12% | 95 |
|
|
2018
Q2 | $611K | Buy |
24,469
+3,625
| +17% | +$90.5K | 0.11% | 96 |
|
|
2018
Q1 | $428K | Buy |
+20,844
| New | +$428K | 0.08% | 116 |
|