Hohimer Wealth Management’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $212K | Sell |
6,205
-1,695
| -21% | -$57.9K | 0.04% | 229 |
|
|
2025
Q1 | $244K | Sell |
7,900
-223
| -3% | -$6.88K | 0.05% | 214 |
|
|
2024
Q4 | $257K | Buy |
8,123
+990
| +14% | +$31.3K | 0.05% | 199 |
|
|
2024
Q3 | $233K | Sell |
7,133
-7,112
| -50% | -$233K | 0.05% | 196 |
|
|
2024
Q2 | $377K | Sell |
14,245
-208
| -1% | -$5.5K | 0.09% | 169 |
|
|
2024
Q1 | $409K | Buy |
+14,453
| New | +$409K | 0.1% | 169 |
|