Perigon Wealth Management, LLC Box Inc Transaction History

Perigon Wealth Management, LLC

$3.97 Billion
Q4 2024

A detailed history of Perigon Wealth Management, LLC transactions in Box Inc stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 6,414 shares of BOX stock, worth $201,720. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,414

Previous 6,405 0.14%

Holding current value

$201,720

Previous $209,000 3.35%

% of portfolio

0.01%

Previous 0.01%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$31.6 - $35.65 $284 - $320	9 Added 0.14%	6,414 $202,000
Q3 2024 Oct 16, 2024	BUY	$24.92 - $33.45 $159,612 - $214,247	6,405 New	6,405 $209,000
Q1 2023 May 03, 2023	SELL	$25.27 - $34.68 $274,962 - $377,353	-10,881 Reduced 53.84%	9,330 $249,000
Q4 2022 Feb 14, 2023	SELL	$25.71 - $31.69 $26,892 - $33,147	-1,046 Reduced 4.92%	20,211 $629,000
Q3 2022 Dec 13, 2022	SELL	$24.25 - $31.03 $5,407 - $6,919	-223 Reduced 1.04%	21,257 $518,000
Q2 2022 Aug 11, 2022	SELL	$22.65 - $32.33 $317 - $452	-14 Reduced 0.07%	21,480 $540,000
Q1 2022 May 16, 2022	SELL	$24.38 - $29.52 $128,214 - $155,245	-5,259 Reduced 19.66%	21,494 $625,000
Q4 2021 Feb 11, 2022	SELL	$23.41 - $27.71 $77,370 - $91,581	-3,305 Reduced 11.0%	26,753 $701,000
Q3 2021 Nov 01, 2021	BUY	$22.57 - $26.94 $678,409 - $809,762	30,058 New	30,058 $711,000
Q3 2021 Oct 25, 2021	SELL	$22.57 - $26.94 $610,586 - $728,807	-27,053 Closed	0 $0
Q2 2021 Jul 19, 2021	SELL	$20.74 - $26.0 $108,615 - $136,162	-5,237 Reduced 16.22%	27,053 $691,000
Q1 2021 May 17, 2021	BUY	$17.34 - $23.68 $108,479 - $148,142	6,256 Added 24.03%	32,290 $741,000
Q4 2020 Jan 28, 2021	BUY	$15.36 - $19.94 $177,684 - $230,665	11,568 Added 79.97%	26,034 $470,000
Q3 2020 Nov 03, 2020	SELL	$16.92 - $21.23 $4,433 - $5,562	-262 Reduced 1.78%	14,466 $251,000
Q2 2020 Jul 29, 2020	SELL	$14.17 - $22.06 $131,766 - $205,135	-9,299 Reduced 38.7%	14,728 $306,000
Q1 2020 Apr 17, 2020	BUY	$9.12 - $17.32 $219,126 - $416,147	24,027 New	24,027 $371,000
Q3 2011 Nov 14, 2022	SELL	N/A	-223	21,257 $518,000

Others Institutions Holding BOX

# of Institutions

427

Shares Held

141M

Call Options Held

9.34M

Put Options Held

708K

View Full List

About BOX INC

Ticker BOX
Exchange NYSE
Sector Technology
Industry Software—Infrastructure
Shares Outstandng 142,320,000
Market Cap $4.48B
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...

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Perigon Wealth Management, LLC Box Inc Transaction History