MSFP
WBA
Mark Sheptoff Financial Planning’s Walgreens Boots Alliance WBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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 | +$5K | ﹤0.01% | 346 |
|
|
2018
Q2 | – | Sell |
-1,375
| Closed | -$90K | – | 392 |
|
|
2018
Q1 | $90K | Sell |
1,375
-6,023
| -81% | -$394K | 0.06% | 134 |
|
|
2017
Q4 | $537K | Sell |
7,398
-3,500
| -32% | -$254K | 0.35% | 64 |
|
|
2017
Q3 | $842K | Sell |
10,898
-4,083
| -27% | -$315K | 0.57% | 50 |
|
|
2017
Q2 | $1.17M | Sell |
14,981
-2,150
| -13% | -$168K | 0.81% | 35 |
|
|
2017
Q1 | $1.42M | Sell |
17,131
-198
| -1% | -$16.4K | 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% | -$24.1K | 1.04% | 28 |
|
|
2016
Q2 | $1.48M | Buy |
17,727
+551
| +3% | +$45.9K | 1.1% | 27 |
|
|
2016
Q1 | $1.45M | Buy |
17,176
+1,251
| +8% | +$105K | 1.18% | 26 |
|
|
2015
Q4 | $1.36M | Buy |
15,925
+900
| +6% | +$76.6K | 1.1% | 25 |
|
|
2015
Q3 | $1.25M | Buy |
15,025
+4,724
| +46% | +$393K | 1.1% | 26 |
|
|
2015
Q2 | $870K | Buy |
10,301
+4,401
| +75% | +$372K | 0.7% | 43 |
|
|
2015
Q1 | $500K | Hold |
5,900
| – | – | 0.42% | 59 |
|
|
2014
Q4 | $450K | Sell |
5,900
-200
| -3% | -$15.3K | 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 | +$403K | 0.36% | 71 |
|