Private Wealth Management Group’s Box BOX Stock Holding History

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$1.26K	Hold
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