Integrated Investment Consultants’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $325K | Sell |
9,512
-5,945
| -38% | -$203K | 0.06% | 219 |
|
|
2025
Q1 | $477K | Buy |
15,457
+36
| +0.2% | +$1.11K | 0.1% | 158 |
|
|
2024
Q4 | $487K | Sell |
15,421
-121
| -0.8% | -$3.82K | 0.1% | 157 |
|
|
2024
Q3 | $509K | Buy |
15,542
+1,268
| +9% | +$41.5K | 0.11% | 135 |
|
|
2024
Q2 | $404K | Hold |
14,274
| – | – | 0.11% | 154 |
|
|
2024
Q1 | $404K | Sell |
14,274
-655
| -4% | -$18.6K | 0.11% | 154 |
|
|
2023
Q4 | $382K | Sell |
14,929
-247
| -2% | -$6.33K | 0.12% | 152 |
|
|
2023
Q3 | $367K | Buy |
15,176
+181
| +1% | +$4.38K | 0.13% | 135 |
|
|
2023
Q2 | $441K | Buy |
14,995
+48
| +0.3% | +$1.41K | 0.14% | 131 |
|
|
2023
Q1 | $400K | Buy |
14,947
+49
| +0.3% | +$1.31K | 0.13% | 145 |
|
|
2022
Q4 | $464K | Buy |
14,898
+227
| +2% | +$7.07K | 0.16% | 98 |
|
|
2022
Q3 | $358K | Hold |
14,671
| – | – | 0.14% | 120 |
|
|
2022
Q2 | $369K | Sell |
14,671
-459
| -3% | -$11.5K | 0.13% | 116 |
|
|
2022
Q1 | $440K | Buy |
15,130
+354
| +2% | +$10.3K | 0.12% | 146 |
|
|
2021
Q4 | $387K | Buy |
+14,776
| New | +$387K | 0.1% | 179 |
|