Oppenheimer Asset Management’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.78M | Sell |
52,199
-2,572
| -5% | -$87.9K | 0.02% | 595 |
|
|
2025
Q1 | $1.69M | Sell |
54,771
-409
| -0.7% | -$12.6K | 0.02% | 567 |
|
|
2024
Q4 | $1.74M | Buy |
55,180
+556
| +1% | +$17.6K | 0.02% | 578 |
|
|
2024
Q3 | $1.79M | Sell |
54,624
-994
| -2% | -$32.5K | 0.02% | 574 |
|
|
2024
Q2 | $1.47M | Buy |
55,618
+10,361
| +23% | +$274K | 0.02% | 624 |
|
|
2024
Q1 | $1.28M | Sell |
45,257
-11,601
| -20% | -$329K | 0.02% | 623 |
|
|
2023
Q4 | $1.46M | Sell |
56,858
-2,628
| -4% | -$67.3K | 0.02% | 602 |
|
|
2023
Q3 | $1.44M | Sell |
59,486
-887
| -1% | -$21.5K | 0.02% | 589 |
|
|
2023
Q2 | $1.77M | Sell |
60,373
-446
| -0.7% | -$13.1K | 0.03% | 541 |
|
|
2023
Q1 | $1.63M | Sell |
60,819
-108
| -0.2% | -$2.89K | 0.03% | 549 |
|
|
2022
Q4 | $1.9M | Sell |
60,927
-2,055
| -3% | -$64K | 0.03% | 496 |
|
|
2022
Q3 | $1.54M | Buy |
62,982
+1,886
| +3% | +$46K | 0.03% | 526 |
|
|
2022
Q2 | $1.54M | Buy |
61,096
+3,828
| +7% | +$96.2K | 0.03% | 543 |
|
|
2022
Q1 | $1.66M | Buy |
57,268
+144
| +0.3% | +$4.18K | 0.02% | 590 |
|
|
2021
Q4 | $1.5M | Buy |
+57,124
| New | +$1.5M | 0.02% | 643 |
|