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Box Inc cl a shares owned by Creative Planning

Quarter-by-quarter ownership of Box Inc cl a (BOX) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Box Inc cl a

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All positions including Box Inc cl a held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Box Inc cl a by Creative Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.9M 60k 32.27
2025-06-30 $1.3M 39k 34.17
2025-03-31 $657k 21k 30.86
2024-12-31 $490k 16k 31.60
2024-09-30 $515k 16k 32.73
2024-06-30 $400k 15k 26.44
2024-03-31 $404k 14k 28.33
2022-12-31 $244k 7.8k 31.13
2022-03-31 $209k 7.2k 29.03
2021-09-30 $2.4M 103k 23.56
2021-06-30 $2.6M 103k 25.61
2021-03-31 $2.6M 115k 22.93
2020-12-31 $807k 45k 18.04
2020-09-30 $265k 15k 17.39
2020-06-30 $378k 18k 20.74
2019-06-30 $195k 11k 17.62
2019-03-31 $320k 17k 19.31
2018-12-31 $196k 12k 16.86
2018-09-30 $0 20k 0.00
2018-06-30 $233k 9.3k 25.04
2017-09-30 $790k 41k 19.32
2017-06-30 $758k 42k 18.23
2017-03-31 $680k 42k 16.31
2016-12-31 $575k 42k 13.86
2016-09-30 $710k 45k 15.76
2016-06-30 $455k 44k 10.33
2016-03-31 $575k 47k 12.25
2015-12-31 $758k 54k 13.96
2015-09-30 $608k 48k 12.58
2015-06-30 $346k 19k 18.66
2015-03-31 $331k 17k 19.76