Mogy Joel R Investment Counsel’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $263K | Hold |
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|
2022
Q4 | $285K | Hold |
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|
2022
Q3 | $239K | Hold |
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|
2022
Q2 | $289K | Sell |
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|
2022
Q1 | $354K | Hold |
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|
2021
Q4 | $412K | Buy |
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|
2021
Q3 | $371K | Hold |
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|
2021
Q2 | $414K | Hold |
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|
2021
Q1 | $432K | Hold |
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|
2020
Q4 | $314K | Sell |
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|
2020
Q3 | $339K | Sell |
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|
2020
Q2 | $441K | Hold |
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|
2020
Q1 | $475K | Sell |
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|
2019
Q4 | $636K | Hold |
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|
2019
Q3 | $597K | Hold |
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|
2019
Q2 | $590K | Hold |
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|
2019
Q1 | $683K | Hold |
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|
2018
Q4 | $737K | Hold |
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|
2018
Q3 | $787K | Hold |
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|
2018
Q2 | $648K | Hold |
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|
2018
Q1 | $707K | Hold |
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|
2017
Q4 | $784K | Sell |
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|
2017
Q3 | $868K | Hold |
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|
2017
Q2 | $880K | Hold |
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|
2017
Q1 | $934K | Hold |
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|
2016
Q4 | $930K | Hold |
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|
2016
Q3 | $906K | Sell |
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|
2016
Q2 | $974K | Hold |
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|
2016
Q1 | $985K | Buy |
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|
2015
Q4 | $996 | Sell |
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|
2015
Q3 | $972K | Hold |
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|
2015
Q2 | $987K | Hold |
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|
2015
Q1 | $990K | Buy |
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|
2014
Q4 | $315K | Sell |
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|
2014
Q3 | $693K | Hold |
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|
2014
Q2 | $867K | Sell |
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|
2014
Q1 | $785K | Hold |
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|
2013
Q4 | $683K | Hold |
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|
2013
Q3 | $640K | Hold |
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|
2013
Q2 | $526K | Buy |
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