Whittier Trust’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $38.7K | Hold |
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|
2025
Q2 | $41.2K | Sell |
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|
2025
Q1 | $74.4K | Hold |
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|
2024
Q4 | $76.1K | Hold |
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|
2024
Q3 | $78.9K | Hold |
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|
2024
Q2 | $63.7K | Hold |
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|
2024
Q1 | $68.2K | Hold |
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|
2023
Q4 | $61.7K | Hold |
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|
2023
Q3 | $58.3K | Hold |
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|
2023
Q2 | $70.8K | Hold |
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|
2023
Q1 | $64.6K | Hold |
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|
2022
Q4 | $75K | Hold |
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|
2022
Q3 | $59K | Hold |
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|
2022
Q2 | $61K | Hold |
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|
2022
Q1 | $70K | Hold |
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|
2021
Q4 | $63K | Hold |
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|
2021
Q3 | $57K | Hold |
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|
2021
Q2 | $62K | Hold |
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|
2021
Q1 | $55K | Sell |
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|
2020
Q4 | $86K | Buy |
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|
2020
Q3 | $42K | Hold |
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|
2020
Q2 | $50K | Hold |
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|
2020
Q1 | $34K | Sell |
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|
2019
Q4 | $41K | Hold |
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|
2019
Q3 | $41K | Hold |
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|
2019
Q2 | $43K | Sell |
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|
2019
Q1 | $639K | Hold |
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|
2018
Q4 | $559K | Hold |
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|
2018
Q3 | $792K | Buy |
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|
2018
Q2 | $797K | Buy |
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|
2018
Q1 | $395K | Hold |
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|
2017
Q4 | $406K | Buy |
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|
2017
Q3 | $1K | Buy |
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