Charles Schwab’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51.1M | Buy |
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|
2025
Q1 | $42.7M | Sell |
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|
2024
Q4 | $44.2M | Buy |
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|
2024
Q3 | $44.9M | Buy |
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|
2024
Q2 | $32.7M | Buy |
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|
2024
Q1 | $32.8M | Sell |
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|
2023
Q4 | $31.3M | Sell |
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|
2023
Q3 | $30.9M | Buy |
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|
2023
Q2 | $36.4M | Buy |
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|
2023
Q1 | $32.3M | Buy |
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|
2022
Q4 | $37.4M | Buy |
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|
2022
Q3 | $28.3M | Buy |
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|
2022
Q2 | $27.8M | Sell |
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|
2022
Q1 | $35.8M | Sell |
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|
2021
Q4 | $32.2M | Sell |
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|
2021
Q3 | $32M | Buy |
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|
2021
Q2 | $34.1M | Buy |
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|
2021
Q1 | $29.8M | Buy |
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|
2020
Q4 | $23.1M | Buy |
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|
2020
Q3 | $21.3M | Sell |
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|
2020
Q2 | $25.4M | Buy |
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|
2020
Q1 | $14.9M | Buy |
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|
2019
Q4 | $15.9M | Sell |
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|
2019
Q3 | $16.3M | Sell |
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|
2019
Q2 | $20.2M | Buy |
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|
2019
Q1 | $16.9M | Buy |
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|
2018
Q4 | $13.4M | Buy |
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|
2018
Q3 | $16.8M | Buy |
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|
2018
Q2 | $16.8M | Buy |
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|
2018
Q1 | $10.5M | Buy |
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|
2017
Q4 | $10.4M | Buy |
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|
2017
Q3 | $8.21M | Buy |
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|
2017
Q2 | $5.73M | Buy |
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|
2017
Q1 | $3.61M | Buy |
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|
2016
Q4 | $2.47M | Buy |
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|
2016
Q3 | $2.66M | Buy |
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|
2016
Q2 | $1.42M | Buy |
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|
2016
Q1 | $984K | Buy |
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|
2015
Q4 | $921K | Buy |
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|
2015
Q3 | $525K | Buy |
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|
2015
Q2 | $618K | Buy |
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|
2015
Q1 | $341K | Buy |
|