SPW
Sonoma Private Wealth’s Box BOX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $327K | Sell |
9,566
-508
| -5% | -$17.4K | 0.4% | 57 |
|
|
2025
Q1 | $311K | Buy |
10,074
+334
| +3% | +$10.3K | 0.43% | 56 |
|
|
2024
Q4 | $308K | Buy |
9,740
+941
| +11% | +$29.7K | 0.5% | 65 |
|
|
2024
Q3 | $288K | Sell |
8,799
-338
| -4% | -$11.1K | 0.45% | 78 |
|
|
2024
Q2 | $242K | Sell |
9,137
-201
| -2% | -$5.31K | 0.39% | 77 |
|
|
2024
Q1 | $264K | Buy |
+9,338
| New | +$264K | 0.43% | 78 |
|
|
2023
Q4 | – | Sell |
-11,668
| Closed | -$282K | – | 81 |
|
|
2023
Q3 | $282K | Buy |
11,668
+918
| +9% | +$22.2K | 0.52% | 64 |
|
|
2023
Q2 | $316K | Buy |
+10,750
| New | +$316K | 0.55% | 60 |
|