United Services Automobile Association’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	–	Sell	-9,097	Closed	-$283K	–	153
2025 Q1	$283K	Buy	+9,097	New	+$295K	0.01%	853
2024 Q3	–	Sell	-10,824	Closed	-$286K	–	386
2024 Q2	$286K	Hold	10,824	–	–	0.01%	412
2024 Q1	$307K	Buy	+10,824	New	+$291K	0.01%	404
2019 Q3	–	Sell	-22,146	Closed	-$390K	–	603
2019 Q2	$390K	Buy	22,146 +1,295	+6%	+$24.8K	﹤0.01%	1738
2019 Q1	$403K	Hold	20,851	–	–	﹤0.01%	1731
2018 Q4	$352K	Hold	20,851	–	–	﹤0.01%	1725
2018 Q3	$499K	Hold	20,851	–	–	﹤0.01%	1683
2018 Q2	$521K	Sell	20,851 -31,724	-60%	-$786K	﹤0.01%	1666
2018 Q1	$1.08M	Buy	52,575 +20,485	+64%	+$441K	﹤0.01%	1340
2017 Q4	$678K	Buy	+32,090	New	+$677K	﹤0.01%	1328