Summit Trail Advisors’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 | $938K | Sell |
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|
2025
Q1 | $849K | Buy |
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|
2024
Q4 | $840K | Buy |
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|
2024
Q3 | $674K | Buy |
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|
2024
Q2 | $538K | Buy |
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|
2024
Q1 | $569K | Sell |
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|
2023
Q4 | $1.02M | Buy |
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|
2023
Q3 | $959K | Sell |
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|
2023
Q2 | $1.4M | Sell |
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|
2023
Q1 | $1.28M | Buy |
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|
2022
Q4 | $1.48M | Sell |
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|
2022
Q3 | $1.16M | Sell |
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|
2022
Q2 | $1.2M | Sell |
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|
2022
Q1 | $2.81M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $36K | Buy |
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