Pathstone Holdings’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.28M | Buy |
66,700
+4,451
| +7% | +$152K | 0.01% | 922 |
|
|
2025
Q1 | $1.92M | Buy |
62,249
+7,472
| +14% | +$231K | 0.01% | 1011 |
|
|
2024
Q4 | $1.73M | Buy |
54,777
+2,964
| +6% | +$93.7K | 0.01% | 1060 |
|
|
2024
Q3 | $1.7M | Buy |
51,813
+3,532
| +7% | +$116K | 0.01% | 1074 |
|
|
2024
Q2 | $1.28M | Sell |
48,281
-2,633
| -5% | -$69.6K | 0.01% | 1183 |
|
|
2024
Q1 | $1.44M | Buy |
50,914
+41,769
| +457% | +$1.18M | 0.01% | 1059 |
|
|
2023
Q4 | $234K | Buy |
+9,145
| New | +$234K | ﹤0.01% | 1977 |
|