SteelPeak Wealth’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 Q3	–	Sell	-20,701	Closed	-$238K	–	674
2025 Q2	$238K	Sell	20,701 -3,513	-15%	-$39.1K	0.01%	456
2025 Q1	$270K	Buy	+24,214	New	+$263K	0.01%	436
2024 Q4	–	Sell	-27,596	Closed	-$247K	–	640
2024 Q3	$247K	Sell	27,596 -262,950	-91%	-$2.71M	0.01%	418
2024 Q2	$3.51M	Sell	290,546 -56,666	-16%	-$961K	0.17%	103
2024 Q1	$7.53M	Buy	347,212 +167,610	+93%	+$3.72M	0.39%	60
2023 Q4	$4.69M	Buy	179,602 +162,856	+973%	+$3.64M	0.27%	85
2023 Q3	$372K	Sell	16,746 -216,372	-93%	-$5.75M	0.02%	295
2023 Q2	$6.64M	Sell	233,118 -106,889	-31%	-$3.48M	0.4%	59
2023 Q1	$11.8M	Buy	340,007 +111,652	+49%	+$3.96M	0.8%	39
2022 Q4	$8.53M	Sell	228,355 -46,661	-17%	-$1.75M	0.63%	42
2022 Q3	$8.63M	Buy	275,016 +52,157	+23%	+$1.93M	0.65%	46
2022 Q2	$8.45M	Buy	222,859 +6,784	+3%	+$292K	0.61%	45
2022 Q1	$9.67M	Buy	216,075 +68,545	+46%	+$3.37M	0.59%	45
2021 Q4	$7.7M	Buy	147,530 +4,312	+3%	+$209K	0.46%	56
2021 Q3	$6.74M	Buy	143,218 +3,139	+2%	+$151K	0.46%	63
2021 Q2	$7.37M	Sell	140,079 -16,892	-11%	-$909K	0.53%	56
2021 Q1	$8.62M	Buy	156,971 +23,656	+18%	+$1.17M	0.7%	43
2020 Q4	$5.32M	Sell	133,315 -2,113	-2%	-$81.8K	0.48%	51
2020 Q3	$4.87M	Buy	135,428 +29,922	+28%	+$1.17M	0.53%	50
2020 Q2	$4.47M	Buy	105,506 +21,917	+26%	+$931K	0.57%	49
2020 Q1	$3.82M	Buy	83,589 +12,348	+17%	+$627K	0.61%	49
2019 Q4	$4.2M	Buy	+71,241	New	+$4.11M	0.58%	50

Other funds holding WBA