Creative Planning’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 | $1.34M | Buy |
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|
2025
Q1 | $657K | Buy |
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|
2024
Q4 | $489K | Sell |
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|
2024
Q3 | $515K | Buy |
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|
2024
Q2 | $400K | Buy |
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|
2024
Q1 | $404K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $243K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $209K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $78K | Buy |
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|
2021
Q2 | $84K | Sell |
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|
2021
Q1 | $341K | Buy |
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|
2020
Q4 | $161K | Sell |
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|
2020
Q3 | $260K | Buy |
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|
2020
Q2 | $233K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $195K | Sell |
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|
2019
Q1 | $320K | Buy |
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|
2018
Q4 | $196K | Sell |
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|
2018
Q3 | $459K | Buy |
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|
2018
Q2 | $233K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $790K | Sell |
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|
2017
Q2 | $758K | Sell |
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|
2017
Q1 | $680K | Buy |
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|
2016
Q4 | $575K | Sell |
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|
2016
Q3 | $710K | Buy |
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|
2016
Q2 | $455K | Sell |
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|
2016
Q1 | $575K | Sell |
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|
2015
Q4 | $758K | Buy |
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|
2015
Q3 | $608K | Buy |
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|
2015
Q2 | $346K | Buy |
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|
2015
Q1 | $331K | Buy |
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