Private Wealth Management Group’s Box BOX Stock Holding History

Private Wealth Management Group’s Portfolio BOX Stock Details BOX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.36K	Hold
2025 Q2	$1.44K	Hold
2025 Q1	$1.3K	Hold
2024 Q4	$1.33K	Hold
2024 Q3	$1.38K	Hold
2024 Q2	$1.11K	Buy