Rockefeller Capital 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
Q3 | $1.15M | Sell |
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|
2025
Q2 | $1.33M | Buy |
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|
2025
Q1 | $1.08M | Sell |
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|
2024
Q4 | $1.11M | Sell |
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|
2024
Q3 | $1.15M | Sell |
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|
2024
Q2 | $1.1M | Buy |
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|
2024
Q1 | $1.11M | Buy |
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|
2023
Q4 | $821K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $219K | Sell |
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|
2023
Q1 | $240K | Buy |
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|
2022
Q4 | $275K | Sell |
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|
2022
Q3 | $216K | Sell |
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|
2022
Q2 | $223K | Sell |
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|
2022
Q1 | $264K | Sell |
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|
2021
Q4 | $625K | Buy |
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|
2021
Q3 | $73K | Buy |
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|
2021
Q2 | $16K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $1K | Buy |
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