Wells Fargo’s Box BOX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $56.3M | Sell |
1,647,392
-160,489
| -9% | -$5.48M | 0.01% | 739 |
|
|
2025
Q1 | $55.8M | Buy |
1,807,881
+174,234
| +11% | +$5.38M | 0.01% | 706 |
|
|
2024
Q4 | $51.6M | Buy |
1,633,647
+304,755
| +23% | +$9.63M | 0.01% | 727 |
|
|
2024
Q3 | $43.5M | Sell |
1,328,892
-241,628
| -15% | -$7.91M | 0.01% | 795 |
|
|
2024
Q2 | $41.5M | Buy |
1,570,520
+248,057
| +19% | +$6.56M | 0.01% | 793 |
|
|
2024
Q1 | $37.5M | Sell |
1,322,463
-92,033
| -7% | -$2.61M | 0.01% | 823 |
|
|
2023
Q4 | $36.2M | Buy |
1,414,496
+9,208
| +0.7% | +$236K | 0.01% | 810 |
|
|
2023
Q3 | $34M | Buy |
1,405,288
+166,123
| +13% | +$4.02M | 0.01% | 793 |
|
|
2023
Q2 | $36.4M | Buy |
1,239,165
+9,372
| +0.8% | +$275K | 0.01% | 795 |
|
|
2023
Q1 | $32.9M | Buy |
1,229,793
+254,288
| +26% | +$6.81M | 0.01% | 824 |
|
|
2022
Q4 | $30.4M | Sell |
975,505
-126,159
| -11% | -$3.93M | 0.01% | 846 |
|
|
2022
Q3 | $26.9M | Buy |
1,101,664
+57,494
| +6% | +$1.4M | 0.01% | 881 |
|
|
2022
Q2 | $26.3M | Sell |
1,044,170
-53,780
| -5% | -$1.35M | 0.01% | 940 |
|
|
2022
Q1 | $31.9M | Sell |
1,097,950
-38,224
| -3% | -$1.11M | 0.01% | 984 |
|
|
2021
Q4 | $29.8M | Buy |
1,136,174
+111,645
| +11% | +$2.92M | 0.01% | 1027 |
|
|
2021
Q3 | $24.3M | Sell |
1,024,529
-24,382
| -2% | -$577K | 0.01% | 1475 |
|
|
2021
Q2 | $26.8M | Sell |
1,048,911
-338
| -0% | -$8.64K | 0.01% | 1426 |
|
|
2021
Q1 | $24.1M | Sell |
1,049,249
-80,626
| -7% | -$1.85M | 0.01% | 1485 |
|
|
2020
Q4 | $20.4M | Sell |
1,129,875
-22,939
| -2% | -$414K | ﹤0.01% | 1533 |
|
|
2020
Q3 | $20M | Buy |
1,152,814
+225,366
| +24% | +$3.91M | 0.01% | 1404 |
|
|
2020
Q2 | $19.3M | Buy |
927,448
+510,455
| +122% | +$10.6M | 0.01% | 1391 |
|
|
2020
Q1 | $5.86M | Buy |
416,993
+79,898
| +24% | +$1.12M | ﹤0.01% | 2079 |
|
|
2019
Q4 | $5.66M | Sell |
337,095
-73,681
| -18% | -$1.24M | ﹤0.01% | 2433 |
|
|
2019
Q3 | $6.8M | Sell |
410,776
-104,751
| -20% | -$1.73M | ﹤0.01% | 2258 |
|
|
2019
Q2 | $9.08M | Buy |
515,527
+22,805
| +5% | +$402K | ﹤0.01% | 2032 |
|
|
2019
Q1 | $9.51M | Sell |
492,722
-41,595
| -8% | -$803K | ﹤0.01% | 1976 |
|
|
2018
Q4 | $9.02M | Sell |
534,317
-83,352
| -13% | -$1.41M | ﹤0.01% | 1910 |
|
|
2018
Q3 | $14.8M | Sell |
617,669
-2,349,297
| -79% | -$56.2M | ﹤0.01% | 1752 |
|
|
2018
Q2 | $74.1M | Sell |
2,966,966
-2,283,494
| -43% | -$57.1M | 0.02% | 706 |
|
|
2018
Q1 | $108M | Buy |
5,250,460
+66,517
| +1% | +$1.37M | 0.03% | 542 |
|
|
2017
Q4 | $109M | Sell |
5,183,943
-432,843
| -8% | -$9.14M | 0.03% | 533 |
|
|
2017
Q3 | $109M | Buy |
5,616,786
+2,153,937
| +62% | +$41.6M | 0.03% | 522 |
|
|
2017
Q2 | $63.2M | Buy |
3,462,849
+3,369,948
| +3,627% | +$61.5M | 0.02% | 745 |
|
|
2017
Q1 | $1.52M | Buy |
92,901
+19,816
| +27% | +$323K | ﹤0.01% | 3391 |
|
|
2016
Q4 | $1.01M | Buy |
73,085
+15,359
| +27% | +$213K | ﹤0.01% | 3617 |
|
|
2016
Q3 | $910K | Sell |
57,726
-11,050
| -16% | -$174K | ﹤0.01% | 3480 |
|
|
2016
Q2 | $711K | Buy |
68,776
+44,153
| +179% | +$456K | ﹤0.01% | 3627 |
|
|
2016
Q1 | $302K | Buy |
24,623
+7,104
| +41% | +$87.1K | ﹤0.01% | 4045 |
|
|
2015
Q4 | $245K | Sell |
17,519
-6,746
| -28% | -$94.3K | ﹤0.01% | 4191 |
|
|
2015
Q3 | $305K | Sell |
24,265
-28,908
| -54% | -$363K | ﹤0.01% | 4095 |
|
|
2015
Q2 | $991K | Buy |
53,173
+22,497
| +73% | +$419K | ﹤0.01% | 3556 |
|
|
2015
Q1 | $606K | Buy |
+30,676
| New | +$606K | ﹤0.01% | 3753 |
|