Matthew Hamilton Rosenberg’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Sell |
7,204
-869
| -11% | -$29.7K | 0.06% | 176 |
|
|
2025
Q1 | $249K | Buy |
8,073
+4
| +0% | +$123 | 0.06% | 154 |
|
|
2024
Q4 | $255K | Sell |
8,069
-50
| -0.6% | -$1.58K | 0.07% | 146 |
|
|
2024
Q3 | $266K | Buy |
8,119
+1,159
| +17% | +$37.9K | 0.07% | 151 |
|
|
2024
Q2 | $184K | Sell |
6,960
-1,159
| -14% | -$30.6K | 0.05% | 187 |
|
|
2024
Q1 | $232K | Buy |
8,119
+191
| +2% | +$5.45K | 0.07% | 161 |
|
|
2023
Q4 | $203K | Hold |
7,928
| – | – | 0.06% | 175 |
|
|
2023
Q3 | $192K | Buy |
7,928
+187
| +2% | +$4.53K | 0.06% | 167 |
|
|
2023
Q2 | $227K | Buy |
7,741
+1
| +0% | +$29 | 0.08% | 149 |
|
|
2023
Q1 | $207K | Hold |
7,740
| – | – | 0.07% | 178 |
|
|
2022
Q4 | $241K | Hold |
7,740
| – | – | 0.08% | 152 |
|
|
2022
Q3 | $189K | Hold |
7,740
| – | – | 0.07% | 170 |
|
|
2022
Q2 | $200K | Hold |
7,740
| – | – | 0.08% | 168 |
|
|
2022
Q1 | $225K | Hold |
7,740
| – | – | 0.08% | 165 |
|
|
2021
Q4 | $203K | Buy |
7,740
+944
| +14% | +$24.8K | 0.07% | 180 |
|
|
2021
Q3 | $161K | Hold |
6,796
| – | – | 0.06% | 202 |
|
|
2021
Q2 | $174K | Hold |
6,796
| – | – | 0.09% | 158 |
|
|
2021
Q1 | $156K | Hold |
6,796
| – | – | 0.09% | 160 |
|
|
2020
Q4 | $123K | Buy |
6,796
+100
| +1% | +$1.81K | 0.08% | 197 |
|
|
2020
Q3 | $116K | Hold |
6,696
| – | – | 0.09% | 170 |
|
|
2020
Q2 | $139K | Buy |
6,696
+188
| +3% | +$3.9K | 0.11% | 123 |
|
|
2020
Q1 | $92K | Buy |
+6,508
| New | +$92K | 0.09% | 140 |
|