Whittier Trust’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.2K | Sell |
1,205
-1,205
| -50% | -$41.2K | ﹤0.01% | 974 |
|
|
2025
Q1 | $74.4K | Hold |
2,410
| – | – | ﹤0.01% | 848 |
|
|
2024
Q4 | $76.1K | Hold |
2,410
| – | – | ﹤0.01% | 855 |
|
|
2024
Q3 | $78.9K | Hold |
2,410
| – | – | ﹤0.01% | 843 |
|
|
2024
Q2 | $63.7K | Hold |
2,410
| – | – | ﹤0.01% | 863 |
|
|
2024
Q1 | $68.2K | Hold |
2,410
| – | – | ﹤0.01% | 869 |
|
|
2023
Q4 | $61.7K | Hold |
2,410
| – | – | ﹤0.01% | 873 |
|
|
2023
Q3 | $58.3K | Hold |
2,410
| – | – | ﹤0.01% | 894 |
|
|
2023
Q2 | $70.8K | Hold |
2,410
| – | – | ﹤0.01% | 861 |
|
|
2023
Q1 | $64.6K | Hold |
2,410
| – | – | ﹤0.01% | 919 |
|
|
2022
Q4 | $75K | Hold |
2,410
| – | – | ﹤0.01% | 886 |
|
|
2022
Q3 | $59K | Hold |
2,410
| – | – | ﹤0.01% | 939 |
|
|
2022
Q2 | $61K | Hold |
2,410
| – | – | ﹤0.01% | 919 |
|
|
2022
Q1 | $70K | Hold |
2,410
| – | – | ﹤0.01% | 906 |
|
|
2021
Q4 | $63K | Hold |
2,410
| – | – | ﹤0.01% | 926 |
|
|
2021
Q3 | $57K | Hold |
2,410
| – | – | ﹤0.01% | 899 |
|
|
2021
Q2 | $62K | Hold |
2,410
| – | – | ﹤0.01% | 906 |
|
|
2021
Q1 | $55K | Sell |
2,410
-2,410
| -50% | -$55K | ﹤0.01% | 910 |
|
|
2020
Q4 | $86K | Buy |
4,820
+2,410
| +100% | +$43K | ﹤0.01% | 745 |
|
|
2020
Q3 | $42K | Hold |
2,410
| – | – | ﹤0.01% | 867 |
|
|
2020
Q2 | $50K | Hold |
2,410
| – | – | ﹤0.01% | 798 |
|
|
2020
Q1 | $34K | Sell |
2,410
-56
| -2% | -$790 | ﹤0.01% | 879 |
|
|
2019
Q4 | $41K | Hold |
2,466
| – | – | ﹤0.01% | 885 |
|
|
2019
Q3 | $41K | Hold |
2,466
| – | – | ﹤0.01% | 871 |
|
|
2019
Q2 | $43K | Sell |
2,466
-30,662
| -93% | -$535K | ﹤0.01% | 821 |
|
|
2019
Q1 | $639K | Hold |
33,128
| – | – | 0.02% | 351 |
|
|
2018
Q4 | $559K | Hold |
33,128
| – | – | 0.02% | 349 |
|
|
2018
Q3 | $792K | Buy |
33,128
+1,205
| +4% | +$28.8K | 0.02% | 314 |
|
|
2018
Q2 | $797K | Buy |
31,923
+12,705
| +66% | +$317K | 0.03% | 309 |
|
|
2018
Q1 | $395K | Hold |
19,218
| – | – | 0.01% | 401 |
|
|
2017
Q4 | $406K | Buy |
19,218
+19,162
| +34,218% | +$405K | 0.01% | 395 |
|
|
2017
Q3 | $1K | Buy |
+56
| New | +$1K | ﹤0.01% | 1265 |
|