AWM
WBA
Altium Wealth Management’s Walgreens Boots Alliance WBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $782K | Buy |
20,625
+3,370
| +20% | +$128K | 0.06% | 187 |
|
|
2022
Q1 | $773K | Buy |
17,255
+4,421
| +34% | +$198K | 0.05% | 192 |
|
|
2021
Q4 | $669K | Sell |
12,834
-1,600
| -11% | -$83.4K | 0.04% | 205 |
|
|
2021
Q3 | $679K | Buy |
14,434
+2,915
| +25% | +$137K | 0.05% | 185 |
|
|
2021
Q2 | $606K | Buy |
11,519
+2,101
| +22% | +$111K | 0.04% | 196 |
|
|
2021
Q1 | $517K | Buy |
9,418
+3,273
| +53% | +$180K | 0.04% | 211 |
|
|
2020
Q4 | $245K | Buy |
+6,145
| New | +$245K | 0.02% | 313 |
|
|
2020
Q3 | – | Sell |
-5,955
| Closed | -$252K | – | 350 |
|
|
2020
Q2 | $252K | Sell |
5,955
-1,217
| -17% | -$51.5K | 0.03% | 284 |
|
|
2020
Q1 | $328K | Sell |
7,172
-239
| -3% | -$10.9K | 0.05% | 192 |
|
|
2019
Q4 | $437K | Buy |
7,411
+217
| +3% | +$12.8K | 0.05% | 178 |
|
|
2019
Q3 | $398K | Buy |
7,194
+1,982
| +38% | +$110K | 0.05% | 184 |
|
|
2019
Q2 | $285K | Sell |
5,212
-380
| -7% | -$20.8K | 0.04% | 221 |
|
|
2019
Q1 | $354K | Buy |
5,592
+158
| +3% | +$10K | 0.06% | 202 |
|
|
2018
Q4 | $371K | Buy |
5,434
+1,229
| +29% | +$83.9K | 0.07% | 179 |
|
|
2018
Q3 | $307K | Buy |
+4,205
| New | +$307K | 0.06% | 217 |
|