A detailed history of Occidental Asset Management, LLC transactions in Box Inc stock. As of the latest transaction made, Occidental Asset Management, LLC holds 9,729 shares of BOX stock, worth $311,425. This represents 0.04% of its overall portfolio holdings.

Number of Shares
9,729
Previous 8,469 14.88%
Holding current value
$311,425
Previous $289,000 8.3%
% of portfolio
0.04%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 28, 2025

BUY
$31.03 - $33.73 $39,097 - $42,499
1,260 Added 14.88%
9,729 $313,000
Q2 2025

Jul 14, 2025

SELL
$28.42 - $38.55 $35,269 - $47,840
-1,241 Reduced 12.78%
8,469 $289,000
Q1 2025

May 15, 2025

BUY
$30.22 - $35.39 $293,436 - $343,636
9,710 New
9,710 $299,000

Others Institutions Holding BOX

About BOX INC


  • Ticker BOX
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 142,320,000
  • Market Cap $4.56B
  • Description
  • Box, Inc. provides a cloud content management platform that enables organizations of various sizes to manage and share their content from anywhere on any device. The company's Software-as-a-Service platform enables users to collaborate on content internally and with external parties, automate content-driven business processes, develop custom app...
More about BOX
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