Capstone Financial Advisors »

Walgreen Boots Alliance shares owned by Capstone Financial Advisors

Quarter-by-quarter ownership of Walgreen Boots Alliance (WBA) shares owned by Capstone Financial Advisors from 13F filings

Historical chart of Capstone Financial Advisors investment in Walgreen Boots Alliance

Tip: Access up to 7 years of quarterly data

All positions including Walgreen Boots Alliance held by Capstone Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Walgreen Boots Alliance by Capstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $2.5M 112k 22.24
2023-06-30 $3.2M 112k 28.49
2023-03-31 $3.8M 110k 34.58
2022-12-31 $4.8M 127k 37.36
2022-09-30 $4.0M 127k 31.40
2022-06-30 $4.8M 127k 37.90
2022-03-31 $5.7M 127k 44.77
2021-12-31 $6.6M 127k 52.16
2021-09-30 $6.0M 127k 47.05
2021-06-30 $6.7M 128k 52.61
2021-03-31 $7.0M 128k 54.90
2020-12-31 $5.1M 128k 39.88
2020-09-30 $4.6M 129k 35.92
2020-06-30 $5.2M 123k 42.39
2020-03-31 $5.6M 123k 45.75
2019-12-31 $403k 6.8k 59.00
2019-09-30 $361k 6.5k 55.36
2019-06-30 $378k 6.9k 54.71
2019-03-31 $443k 7.0k 63.31
2018-12-31 $466k 6.8k 68.40
2018-09-30 $497k 6.8k 72.97
2018-06-30 $409k 6.8k 60.07
2018-03-31 $430k 6.6k 65.42
2017-12-31 $494k 6.8k 72.67
2017-09-30 $639k 8.3k 77.21
2017-06-30 $648k 8.3k 78.31
2017-03-31 $703k 8.5k 83.01
2016-12-31 $701k 8.5k 82.78
2016-09-30 $750k 9.3k 80.64
2016-06-30 $838k 10k 83.32
2016-03-31 $857k 10k 84.21
2015-12-31 $949k 11k 85.14
2015-09-30 $943k 11k 83.11
2015-06-30 $1.2M 14k 84.42
2015-03-31 $920k 11k 84.66
2014-12-31 $826k 11k 76.02

More positions owned by Capstone Financial Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Flexshares Tr Stoxx Globr Inf (NFRA)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ishares Tr Core Msci Total (IXUS)
McDonald's Corporation (MCD)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Flexshares Tr M Star Dev Mkt (TLTD)
Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Flexshares Tr Mornstar Usmkt (TILT)
Ishares Tr Global Reit Etf (REET)

View all positions for Capstone Financial Advisors

Top funds holding Walgreen Boots Alliance

Vanguard Group
Legal & General Group
Charles Schwab Investment Management
UBS Group
Ubs Global Asset Management Americas
Bank of New York Mellon
Citadel Advisors
Goldman Sachs Group
Barclays
LSV Asset Management
Point72 Asset Management
Allianz Asset Management
Sessa Capital IM
Jpmorgan Chase & Co
Dimensional Fund Advisors

View all funds holding Walgreen Boots Alliance