MSFP
WBA

Mark Sheptoff Financial Planning’s Walgreens Boots Alliance WBA Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio WBA Stock Details WBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-100
Closed -$1.76K – 547
2025
Q2 		$1.76K Hold
100
– – ﹤0.01% 478
2025
Q1 		$1.76K Hold
100
– – ﹤0.01% 412
2024
Q4 		$1.76K Hold
100
– – ﹤0.01% 401
2024
Q3 		$1.76K Hold
100
– – ﹤0.01% 395
2024
Q2 		$1.76K Hold
100
– – ﹤0.01% 395
2024
Q1 		$4.79K Hold
100
– – ﹤0.01% 333
2023
Q4 		$4.79K Hold
100
– – ﹤0.01% 326
2023
Q3 		$4.79K Hold
100
– – ﹤0.01% 307
2023
Q2 		$4.79K Hold
100
– – ﹤0.01% 318
2023
Q1 		$4.79K Hold
100
– – ﹤0.01% 311
2022
Q4 		$4.79K Hold
100
– – ﹤0.01% 315
2022
Q3 		$5K Hold
100
– – ﹤0.01% 297
2022
Q2 		$5K Hold
100
– – ﹤0.01% 302
2022
Q1 		$5K Buy
+100
New +$4.92K ﹤0.01% 346
2018
Q2 		– Sell
-1,375
Closed -$90K – 392
2018
Q1 		$90K Sell
1,375
-6,023
-81% -$430K 0.06% 134
2017
Q4 		$537K Sell
7,398
-3,500
-32% -$247K 0.35% 64
2017
Q3 		$842K Sell
10,898
-4,083
-27% -$327K 0.57% 50
2017
Q2 		$1.17M Sell
14,981
-2,150
-13% -$177K 0.81% 35
2017
Q1 		$1.42M Sell
17,131
-198
-1% -$16.6K 1.01% 25
2016
Q4 		$1.43M Sell
17,329
-99
-0.6% -$8.19K 1.06% 25
2016
Q3 		$1.41M Sell
17,428
-299
-2% -$24.4K 1.04% 28
2016
Q2 		$1.48M Buy
17,727
+551
+3% +$44.5K 1.1% 27
2016
Q1 		$1.45M Buy
17,176
+1,251
+8% +$99.9K 1.18% 26
2015
Q4 		$1.36M Buy
15,925
+900
+6% +$76.4K 1.1% 25
2015
Q3 		$1.25M Buy
15,025
+4,724
+46% +$427K 1.1% 26
2015
Q2 		$870K Buy
10,301
+4,401
+75% +$379K 0.7% 43
2015
Q1 		$500K Hold
5,900
– – 0.42% 59
2014
Q4 		$450K Sell
5,900
-200
-3% -$13.4K 0.4% 61
2014
Q3 		$362K Hold
6,100
– – 0.32% 79
2014
Q2 		$452K Hold
6,100
– – 0.39% 66
2014
Q1 		$403K Buy
+6,100
New +$383K 0.36% 71

Other funds holding WBA

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
GCM
Greenland Capital Management New York $787M AUM 40.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BCP
BSN Capital Partners London, United Kingdom $3.93B AUM 13.09% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
PS
PayPay Securities Tokyo, Japan $4.1M AUM 0.16% 1-Year Est. Return

Mark Sheptoff Financial Planning's WBA Position: Q3 2025 in Review

Mark Sheptoff Financial Planning sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 100 shares — an estimated $1.76K sold.

Mark Sheptoff Financial Planning first reported a position in WBA in Q1 2014 and held it in 31 quarters. The position peaked at $1.48M in Q2 2016. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.

  • Mark Sheptoff Financial Planning reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 100 Walgreens Boots Alliance shares in Q3 2025, an estimated $1.76K.
  • Mark Sheptoff Financial Planning first reported a position in Walgreens Boots Alliance in Q1 2014 and held it in 31 quarters.
  • Mark Sheptoff Financial Planning's Walgreens Boots Alliance position peaked at $1.48M in Q2 2016.
  • 9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2025, filed 13 Nov 2025.