Franklin Resources’s Box BOX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $828K | Buy |
24,219
+489
| +2% | +$16.7K | ﹤0.01% | 2072 |
|
2025
Q1 | $732K | Buy |
23,730
+1,005
| +4% | +$31K | ﹤0.01% | 2091 |
|
2024
Q4 | $718K | Buy |
22,725
+902
| +4% | +$28.5K | ﹤0.01% | 2124 |
|
2024
Q3 | $712K | Buy |
21,823
+1,646
| +8% | +$53.7K | ﹤0.01% | 2119 |
|
2024
Q2 | $533K | Buy |
20,177
+1,633
| +9% | +$43.2K | ﹤0.01% | 2193 |
|
2024
Q1 | $525K | Buy |
18,544
+188
| +1% | +$5.32K | ﹤0.01% | 2211 |
|
2023
Q4 | $470K | Sell |
18,356
-613
| -3% | -$15.7K | ﹤0.01% | 1968 |
|
2023
Q3 | $459K | Sell |
18,969
-2,152
| -10% | -$52.1K | ﹤0.01% | 1954 |
|
2023
Q2 | $621K | Buy |
21,121
+1,991
| +10% | +$58.5K | ﹤0.01% | 1865 |
|
2023
Q1 | $512K | Buy |
19,130
+243
| +1% | +$6.51K | ﹤0.01% | 1691 |
|
2022
Q4 | $588K | Sell |
18,887
-18,254
| -49% | -$568K | ﹤0.01% | 1651 |
|
2022
Q3 | $906K | Sell |
37,141
-4,025
| -10% | -$98.2K | ﹤0.01% | 1535 |
|
2022
Q2 | $1.03M | Sell |
41,166
-24,773
| -38% | -$622K | ﹤0.01% | 1526 |
|
2022
Q1 | $1.92M | Sell |
65,939
-3,745
| -5% | -$109K | ﹤0.01% | 1422 |
|
2021
Q4 | $1.83M | Buy |
69,684
+1,561
| +2% | +$40.9K | ﹤0.01% | 1520 |
|
2021
Q3 | $1.61M | Buy |
68,123
+53,790
| +375% | +$1.27M | ﹤0.01% | 1503 |
|
2021
Q2 | $366K | Buy |
14,333
+1,985
| +16% | +$50.7K | ﹤0.01% | 1667 |
|
2021
Q1 | $284K | Buy |
+12,348
| New | +$284K | ﹤0.01% | 1713 |
|
2020
Q1 | – | Sell |
-23,185
| Closed | -$389K | – | 1482 |
|
2019
Q4 | $389K | Buy |
23,185
+3,950
| +21% | +$66.3K | ﹤0.01% | 1391 |
|
2019
Q3 | $319K | Buy |
+19,235
| New | +$319K | ﹤0.01% | 1415 |
|