Smith Group 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 | $640K | Hold |
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|
2025
Q1 | $578K | Buy |
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|
2024
Q4 | $589K | Buy |
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|
2024
Q3 | $531K | Buy |
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|
2024
Q2 | $343K | Buy |
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|
2024
Q1 | $365K | Hold |
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|
2023
Q4 | $331K | Buy |
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|
2022
Q1 | $386K | Sell |
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|
2021
Q4 | $602K | Sell |
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|
2021
Q3 | $558K | Sell |
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|
2021
Q2 | $612K | Sell |
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|
2021
Q1 | $556K | Hold |
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|
2020
Q4 | $437K | Sell |
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|
2020
Q3 | $556K | Buy |
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