Charles Schwab’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51.1M | Buy |
1,495,875
+112,793
| +8% | +$3.85M | 0.01% | 1093 |
|
|
2025
Q1 | $42.7M | Sell |
1,383,082
-16,547
| -1% | -$511K | 0.01% | 1180 |
|
|
2024
Q4 | $44.2M | Buy |
1,399,629
+27,814
| +2% | +$879K | 0.01% | 1217 |
|
|
2024
Q3 | $44.9M | Buy |
1,371,815
+134,175
| +11% | +$4.39M | 0.01% | 1192 |
|
|
2024
Q2 | $32.7M | Buy |
1,237,640
+77,782
| +7% | +$2.06M | 0.01% | 1347 |
|
|
2024
Q1 | $32.8M | Sell |
1,159,858
-60,660
| -5% | -$1.72M | 0.01% | 1298 |
|
|
2023
Q4 | $31.3M | Sell |
1,220,518
-54,446
| -4% | -$1.39M | 0.01% | 1311 |
|
|
2023
Q3 | $30.9M | Buy |
1,274,964
+37,383
| +3% | +$905K | 0.01% | 1206 |
|
|
2023
Q2 | $36.4M | Buy |
1,237,581
+31,723
| +3% | +$932K | 0.01% | 1093 |
|
|
2023
Q1 | $32.3M | Buy |
1,205,858
+2,980
| +0.2% | +$79.8K | 0.01% | 1134 |
|
|
2022
Q4 | $37.4M | Buy |
1,202,878
+41,950
| +4% | +$1.31M | 0.01% | 992 |
|
|
2022
Q3 | $28.3M | Buy |
1,160,928
+55,110
| +5% | +$1.34M | 0.01% | 1137 |
|
|
2022
Q2 | $27.8M | Sell |
1,105,818
-124,467
| -10% | -$3.13M | 0.01% | 1156 |
|
|
2022
Q1 | $35.8M | Sell |
1,230,285
-162
| -0% | -$4.71K | 0.01% | 1102 |
|
|
2021
Q4 | $32.2M | Sell |
1,230,447
-123,251
| -9% | -$3.23M | 0.01% | 1211 |
|
|
2021
Q3 | $32M | Buy |
1,353,698
+18,097
| +1% | +$428K | 0.01% | 1175 |
|
|
2021
Q2 | $34.1M | Buy |
1,335,601
+36,878
| +3% | +$942K | 0.01% | 1148 |
|
|
2021
Q1 | $29.8M | Buy |
1,298,723
+21,367
| +2% | +$491K | 0.01% | 1202 |
|
|
2020
Q4 | $23.1M | Buy |
1,277,356
+52,321
| +4% | +$944K | 0.01% | 1296 |
|
|
2020
Q3 | $21.3M | Sell |
1,225,035
-649
| -0.1% | -$11.3K | 0.01% | 1158 |
|
|
2020
Q2 | $25.4M | Buy |
1,225,684
+166,422
| +16% | +$3.46M | 0.01% | 1012 |
|
|
2020
Q1 | $14.9M | Buy |
1,059,262
+109,472
| +12% | +$1.54M | 0.01% | 1198 |
|
|
2019
Q4 | $15.9M | Sell |
949,790
-31,621
| -3% | -$531K | 0.01% | 1369 |
|
|
2019
Q3 | $16.3M | Sell |
981,411
-166,898
| -15% | -$2.76M | 0.01% | 1284 |
|
|
2019
Q2 | $20.2M | Buy |
1,148,309
+272,607
| +31% | +$4.8M | 0.01% | 1125 |
|
|
2019
Q1 | $16.9M | Buy |
875,702
+80,602
| +10% | +$1.56M | 0.01% | 1219 |
|
|
2018
Q4 | $13.4M | Buy |
795,100
+90,558
| +13% | +$1.53M | 0.01% | 1252 |
|
|
2018
Q3 | $16.8M | Buy |
704,542
+32,346
| +5% | +$773K | 0.01% | 1261 |
|
|
2018
Q2 | $16.8M | Buy |
672,196
+162,054
| +32% | +$4.05M | 0.01% | 1225 |
|
|
2018
Q1 | $10.5M | Buy |
510,142
+19,156
| +4% | +$394K | 0.01% | 1456 |
|
|
2017
Q4 | $10.4M | Buy |
490,986
+66,316
| +16% | +$1.4M | 0.01% | 1452 |
|
|
2017
Q3 | $8.21M | Buy |
424,670
+110,416
| +35% | +$2.13M | 0.01% | 1567 |
|
|
2017
Q2 | $5.73M | Buy |
314,254
+92,913
| +42% | +$1.69M | 0.01% | 1729 |
|
|
2017
Q1 | $3.61M | Buy |
221,341
+42,972
| +24% | +$701K | ﹤0.01% | 1944 |
|
|
2016
Q4 | $2.47M | Buy |
178,369
+9,501
| +6% | +$132K | ﹤0.01% | 2077 |
|
|
2016
Q3 | $2.66M | Buy |
168,868
+31,419
| +23% | +$495K | ﹤0.01% | 2001 |
|
|
2016
Q2 | $1.42M | Buy |
137,449
+57,258
| +71% | +$592K | ﹤0.01% | 2220 |
|
|
2016
Q1 | $984K | Buy |
80,191
+14,275
| +22% | +$175K | ﹤0.01% | 2353 |
|
|
2015
Q4 | $921K | Buy |
65,916
+24,236
| +58% | +$339K | ﹤0.01% | 2422 |
|
|
2015
Q3 | $525K | Buy |
41,680
+8,544
| +26% | +$108K | ﹤0.01% | 2601 |
|
|
2015
Q2 | $618K | Buy |
33,136
+15,906
| +92% | +$297K | ﹤0.01% | 2602 |
|
|
2015
Q1 | $341K | Buy |
+17,230
| New | +$341K | ﹤0.01% | 2787 |
|