NewEdge Advisors’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.1K | Hold |
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|
2025
Q1 | $15.4K | Hold |
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|
2024
Q4 | $15.8K | Hold |
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|
2024
Q3 | $16.4K | Hold |
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|
2024
Q2 | $13.2K | Sell |
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|
2024
Q1 | $396K | Sell |
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|
2023
Q4 | $421K | Buy |
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|
2023
Q3 | $335K | Buy |
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|
2023
Q2 | $358K | Sell |
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|
2023
Q1 | $699K | Buy |
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|
2022
Q4 | $215K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $259K | Sell |
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|
2021
Q1 | $241K | Sell |
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|
2020
Q4 | $239K | Sell |
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|
2020
Q3 | $278K | Sell |
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|
2020
Q2 | $370K | Sell |
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|
2020
Q1 | $265K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $295K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $3.61K | Buy |
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