Summit Trail Advisors’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 |
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|
2025
Q2 | $1.7M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $106K | Sell |
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|
2024
Q2 | $293K | Buy |
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|
2024
Q1 | $327K | Sell |
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|
2023
Q4 | $453K | Sell |
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|
2023
Q3 | $479K | Buy |
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|
2023
Q2 | $500K | Buy |
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|
2023
Q1 | $361K | Buy |
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|
2022
Q4 | $378K | Buy |
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|
2022
Q3 | $299K | Buy |
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|
2022
Q2 | $347K | Sell |
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|
2022
Q1 | $464K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $222K | Buy |
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