O'Shaughnessy Asset Management’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 | $480K | Buy |
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|
2025
Q1 | $421K | Buy |
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|
2024
Q4 | $402K | Sell |
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|
2024
Q3 | $440K | Buy |
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|
2024
Q2 | $316K | Buy |
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|
2024
Q1 | $264K | Sell |
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|
2023
Q4 | $285K | Sell |
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|
2023
Q3 | $312K | Buy |
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|
2023
Q2 | $309K | Sell |
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|
2023
Q1 | $284K | Sell |
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|
2022
Q4 | $334K | Sell |
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|
2022
Q3 | $274K | Buy |
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|
2022
Q2 | $243K | Sell |
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|
2022
Q1 | $284K | Buy |
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|
2021
Q4 | $256K | Hold |
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|
2021
Q3 | $232K | Sell |
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|
2021
Q2 | $252K | Buy |
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|
2021
Q1 | $207K | Sell |
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|
2020
Q4 | $307K | Buy |
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|
2020
Q3 | $201K | Buy |
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|
2020
Q2 | $240K | Buy |
|