Mercer Global Advisors’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.36M | Sell |
69,181
-5,442
| -7% | -$186K | ﹤0.01% | 783 |
|
|
2025
Q1 | $2.3M | Sell |
74,623
-4,599
| -6% | -$142K | 0.01% | 787 |
|
|
2024
Q4 | $2.5M | Sell |
79,222
-2,828
| -3% | -$89.4K | 0.01% | 759 |
|
|
2024
Q3 | $2.61M | Sell |
82,050
-1,665
| -2% | -$52.9K | 0.01% | 685 |
|
|
2024
Q2 | $2.21M | Buy |
83,715
+71,536
| +587% | +$1.89M | 0.01% | 695 |
|
|
2024
Q1 | $345K | Sell |
12,179
-4,733
| -28% | -$134K | ﹤0.01% | 1486 |
|
|
2023
Q4 | $433K | Sell |
16,912
-12,064
| -42% | -$309K | ﹤0.01% | 1403 |
|
|
2023
Q3 | $702K | Buy |
28,976
+16,309
| +129% | +$395K | ﹤0.01% | 1090 |
|
|
2023
Q2 | $372K | Sell |
12,667
-1,282
| -9% | -$37.6K | ﹤0.01% | 1384 |
|
|
2023
Q1 | $374K | Buy |
13,949
+1,802
| +15% | +$48.3K | ﹤0.01% | 1372 |
|
|
2022
Q4 | $378K | Sell |
12,147
-2,067
| -15% | -$64.3K | ﹤0.01% | 1367 |
|
|
2022
Q3 | $347K | Buy |
14,214
+1,429
| +11% | +$34.9K | ﹤0.01% | 1329 |
|
|
2022
Q2 | $321K | Buy |
12,785
+5,863
| +85% | +$147K | ﹤0.01% | 1393 |
|
|
2022
Q1 | $201K | Buy |
+6,922
| New | +$201K | ﹤0.01% | 1729 |
|
|
2020
Q2 | – | Sell |
-10,400
| Closed | -$146K | – | 1029 |
|
|
2020
Q1 | $146K | Buy |
+10,400
| New | +$146K | ﹤0.01% | 977 |
|
|
2019
Q2 | – | Sell |
-17,005
| Closed | -$328K | – | 1158 |
|
|
2019
Q1 | $328K | Buy |
+17,005
| New | +$328K | 0.01% | 786 |
|