SFG
WBA
Sather Financial Group’s Walgreens Boots Alliance WBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.03M | Hold |
177,000
| – | – | 0.12% | 37 |
|
|
2025
Q1 | $1.98M | Buy |
+177,000
| New | +$1.98M | 0.13% | 34 |
|
|
2018
Q3 | – | Sell |
-5,452
| Closed | -$327K | – | 72 |
|
|
2018
Q2 | $327K | Buy |
5,452
+300
| +6% | +$18K | 0.07% | 63 |
|
|
2018
Q1 | $337K | Hold |
5,152
| – | – | 0.08% | 61 |
|
|
2017
Q4 | $374K | Sell |
5,152
-230
| -4% | -$16.7K | 0.09% | 53 |
|
|
2017
Q3 | $416K | Hold |
5,382
| – | – | 0.11% | 53 |
|
|
2017
Q2 | $421K | Buy |
+5,382
| New | +$421K | 0.12% | 51 |
|
|
2013
Q4 | – | Sell |
-71,087
| Closed | -$3.82M | – | 61 |
|
|
2013
Q3 | $3.82M | Buy |
71,087
+1,750
| +3% | +$94.1K | 2.75% | 13 |
|
|
2013
Q2 | $3.07M | Buy |
+69,337
| New | +$3.07M | 2.54% | 20 |
|