Beacon Financial Group’s Walgreens Boots Alliance WBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $121K | Sell |
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|
2024
Q4 | $128K | Sell |
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|
2024
Q3 | $231K | Buy |
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|
2024
Q2 | $216K | Buy |
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|
2024
Q1 | $289K | Sell |
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|
2023
Q4 | $358K | Sell |
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|
2023
Q3 | $362K | Sell |
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|
2023
Q2 | $412K | Buy |
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|
2023
Q1 | $598K | Buy |
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|
2022
Q4 | $526K | Sell |
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|
2022
Q3 | $463K | Sell |
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|
2022
Q2 | $701K | Buy |
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|
2022
Q1 | $652K | Buy |
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|
2021
Q4 | $744K | Buy |
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|
2021
Q3 | $669K | Buy |
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|
2021
Q2 | $590K | Buy |
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|
2021
Q1 | $564K | Hold |
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|
2020
Q4 | $564K | Sell |
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|
2020
Q3 | $425K | Buy |
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|
2020
Q2 | $493K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $397K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $1.15M | Buy |
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|
2015
Q4 | $203K | Sell |
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|
2015
Q3 | $237K | Sell |
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|
2015
Q2 | $252K | Buy |
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|
2015
Q1 | $257K | Sell |
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|
2014
Q4 | $570K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $237K | Hold |
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|
2014
Q1 | $209K | Buy |
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