Creative Planning Box Inc Transaction History

Creative Planning

$90.1 Billion
Q1 2024

A detailed history of Creative Planning transactions in Box Inc stock. As of the latest transaction made, Creative Planning holds 14,252 shares of BOX stock, worth $376,822. This represents 0.0% of its overall portfolio holdings.

Number of Shares

14,252

Holding current value

$376,822

% of portfolio

0.0%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	BUY	$24.39 - $30.0 $347,606 - $427,560	14,252 New	14,252 $403,000
Q4 2022 Feb 10, 2023	BUY	$25.71 - $31.69 $201,077 - $247,847	7,821 New	7,821 $243,000
Q2 2022 Aug 15, 2022	SELL	$22.65 - $32.33 $163,080 - $232,776	-7,200 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$24.38 - $29.52 $175,536 - $212,544	7,200 New	7,200 $209,000
Q4 2021 Feb 11, 2022	SELL	$23.41 - $27.71 $77,510 - $91,747	-3,311 Closed	0 $0

Q3 2021 Nov 10, 2021	BUY	$22.57 - $26.94 $699 - $835	31 Added 0.95%	3,311 $78,000
Q2 2021 Aug 04, 2021	SELL	$20.74 - $26.0 $240,418 - $301,392	-11,592 Reduced 77.95%	3,280 $84,000
Q1 2021 Apr 30, 2021	BUY	$17.34 - $23.68 $103,138 - $140,848	5,948 Added 66.65%	14,872 $341,000
Q4 2020 Jan 29, 2021	SELL	$15.36 - $19.94 $92,636 - $120,258	-6,031 Reduced 40.33%	8,924 $161,000
Q3 2020 Nov 05, 2020	BUY	$16.92 - $21.23 $62,993 - $79,039	3,723 Added 33.15%	14,955 $260,000
Q2 2020 Jul 23, 2020	BUY	$14.17 - $22.06 $159,157 - $247,777	11,232 New	11,232 $233,000
Q3 2019 Nov 01, 2019	SELL	$13.03 - $17.9 $144,163 - $198,045	-11,064 Closed	0 $0
Q2 2019 Jul 26, 2019	SELL	$17.04 - $20.81 $93,856 - $114,621	-5,508 Reduced 33.24%	11,064 $195,000
Q1 2019 Apr 24, 2019	BUY	$17.66 - $24.88 $87,417 - $123,156	4,950 Added 42.59%	16,572 $320,000
Q4 2018 Feb 01, 2019	SELL	$15.76 - $22.51 $119,523 - $170,715	-7,584 Reduced 39.49%	11,622 $196,000
Q3 2018 Oct 25, 2018	BUY	$23.55 - $27.32 $233,168 - $270,495	9,901 Added 106.41%	19,206 $459,000
Q2 2018 Jul 20, 2018	BUY	$20.06 - $29.01 $186,658 - $269,938	9,305 New	9,305 $233,000
Q4 2017 Jan 17, 2018	SELL	$18.79 - $23.82 $768,135 - $973,761	-40,880 Closed	0 $0
Q3 2017 Oct 17, 2017	BUY	$17.47 - $19.74 $714,173 - $806,971	40,880	40,880 $790,000

Others Institutions Holding BOX

# of Institutions

372

Shares Held

140M

Call Options Held

1.02M

Put Options Held

862K

View Full List

About BOX INC

Ticker BOX
Exchange NYSE
Sector Technology
Industry Software—Infrastructure
Shares Outstandng 142,320,000
Market Cap $3.76B
Description
Box, Inc. provides a cloud content management platform that enables organizations of various sizes to manage and share their content from anywhere on any device. The company's Software-as-a-Service platform enables users to collaborate on content internally and with external parties, automate content-driven business processes, develop custom app...

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