BOX INC

Ticker: BOX CUSIP: 10316T104 Class: EQTY

Creative Planning's Holding History (CIK: 0001540235)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 46,475 Value ($000) $1,390 Avg Close $31.37 Range $28.70 - $33.88
Q3 2025
Shares 59,566 Value ($000) $1,922 Avg Close $32.37 Range $30.42 - $34.12
Q2 2025
Shares 39,251 Value ($000) $1,341 Avg Close $32.79 Range $28.00 - $38.80
Q1 2025
Shares 21,301 Value ($000) $657 Avg Close $32.39 Range $29.94 - $35.45
Q4 2024
Shares 15,489 Value ($000) $489 Avg Close $32.80 Range $31.30 - $35.74
Q3 2024
Shares 15,743 Value ($000) $515 Avg Close $29.18 Range $24.63 - $33.95
Q2 2024
Shares 15,112 Value ($000) $400 Avg Close $26.65 Range $24.91 - $28.56
Q1 2024
Shares 14,252 Value ($000) $404 Avg Close $26.85 Range $24.28 - $30.30
Q4 2022
Shares 7,821 Value ($000) $243 Avg Close $28.53 Range $24.98 - $32.00
Q1 2022
Shares 7,200 Value ($000) $209 Avg Close $26.31 Range $23.50 - $29.66
Q3 2021
Shares 3,311 Value ($000) $78 Avg Close $24.56 Range $22.18 - $27.41
Q2 2021
Shares 3,280 Value ($000) $84 Avg Close $23.30 Range $20.36 - $26.77
Q1 2021
Shares 14,872 Value ($000) $341 Avg Close $19.47 Range $16.85 - $26.47
Q4 2020
Shares 8,924 Value ($000) $161 Avg Close $17.42 Range $15.07 - $20.18
Q3 2020
Shares 14,955 Value ($000) $260 Avg Close $18.46 Range $16.77 - $21.68
Q2 2020
Shares 11,232 Value ($000) $233 Avg Close $17.56 Range $12.95 - $22.09
Q2 2019
Shares 11,064 Value ($000) $195 Avg Close $19.13 Range $15.30 - $21.19
Q1 2019
Shares 16,572 Value ($000) $320 Avg Close $20.72 Range $16.30 - $24.93
Q4 2018
Shares 11,622 Value ($000) $196 Avg Close $18.40 Range $15.64 - $24.10
Q3 2018
Shares 19,206 Value ($000) $459 Avg Close $25.17 Range $23.02 - $27.56
Q2 2018
Shares 9,305 Value ($000) $233 Avg Close $24.79 Range $19.59 - $29.79
Q3 2017
Shares 40,880 Value ($000) $790 Avg Close $18.79 Range $17.25 - $20.20
Q2 2017
Shares 41,580 Value ($000) $758 Avg Close $18.03 Range $16.26 - $20.91
Q1 2017
Shares 41,680 Value ($000) $680 Avg Close $16.91 Range $13.90 - $18.36
Q4 2016
Shares 41,500 Value ($000) $575 Avg Close $14.80 Range $13.56 - $16.59
Q3 2016
Shares 45,061 Value ($000) $710 Avg Close $12.66 Range $9.86 - $15.85
Q2 2016
Shares 44,041 Value ($000) $455 Avg Close $11.96 Range $9.96 - $13.48
Q1 2016
Shares 46,941 Value ($000) $575 Avg Close $11.35 Range $8.82 - $14.40
Q4 2015
Shares 54,316 Value ($000) $758 Avg Close $13.12 Range $10.93 - $14.52
Q3 2015
Shares 48,341 Value ($000) $608 Avg Close $14.89 Range $11.69 - $19.14
Q2 2015
Shares 18,541 Value ($000) $346 Avg Close $17.55 Range $16.60 - $20.60
Q1 2015
Shares 16,750 Value ($000) $331 Avg Close $18.81 Range $16.41 - $24.73