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GeoWealth Management’s Box BOX Stock Holding History

GeoWealth Management’s Portfolio BOX Stock Details BOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$888 Buy
26
+13
+100% +$444 ﹤0.01% 1172
2025
Q1 		$401 Sell
13
-24
-65% -$740 ﹤0.01% 1043
2024
Q4 		$1.17K Buy
37
+15
+68% +$474 ﹤0.01% 1685
2024
Q3 		$720 Buy
+22
New +$720 ﹤0.01% 1614