Mark Sheptoff Financial Planning’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 | $1.76K | Hold |
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2025
Q1 | $1.76K | Hold |
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|
2024
Q4 | $1.76K | Hold |
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|
2024
Q3 | $1.76K | Hold |
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|
2024
Q2 | $1.76K | Hold |
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|
2024
Q1 | $4.79K | Hold |
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|
2023
Q4 | $4.79K | Hold |
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|
2023
Q3 | $4.79K | Hold |
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|
2023
Q2 | $4.79K | Hold |
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|
2023
Q1 | $4.79K | Hold |
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|
2022
Q4 | $4.79K | Hold |
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|
2022
Q3 | $5K | Hold |
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|
2022
Q2 | $5K | Hold |
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|
2022
Q1 | $5K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $90K | Sell |
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|
2017
Q4 | $537K | Sell |
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|
2017
Q3 | $842K | Sell |
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|
2017
Q2 | $1.17M | Sell |
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|
2017
Q1 | $1.42M | Sell |
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|
2016
Q4 | $1.43M | Sell |
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|
2016
Q3 | $1.41M | Sell |
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|
2016
Q2 | $1.48M | Buy |
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|
2016
Q1 | $1.45M | Buy |
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|
2015
Q4 | $1.36M | Buy |
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|
2015
Q3 | $1.25M | Buy |
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|
2015
Q2 | $870K | Buy |
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|
2015
Q1 | $500K | Hold |
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|
2014
Q4 | $450K | Sell |
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|
2014
Q3 | $362K | Hold |
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|
2014
Q2 | $452K | Hold |
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|
2014
Q1 | $403K | Buy |
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