Kovitz Investment Group Partners’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.67M | Sell |
78,006
-3,938
| -5% | -$135K | 0.01% | 569 |
|
|
2025
Q1 | $2.53M | Sell |
81,944
-2,271
| -3% | -$70.1K | 0.01% | 534 |
|
|
2024
Q4 | $2.66M | Sell |
84,215
-1,797
| -2% | -$56.8K | 0.01% | 521 |
|
|
2024
Q3 | $2.78M | Buy |
86,012
+1,607
| +2% | +$52K | 0.02% | 441 |
|
|
2024
Q2 | $2.23M | Buy |
+84,405
| New | +$2.23M | 0.02% | 416 |
|