Aptus Capital Advisors’s Walgreens Boots Alliance WBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-17,584
| Closed | -$196K | – | 1556 |
|
|
2025
Q1 | $196K | Buy |
+17,584
| New | +$196K | ﹤0.01% | 897 |
|
|
2024
Q4 | – | Sell |
-14,445
| Closed | -$129K | – | 1456 |
|
|
2024
Q3 | $129K | Buy |
14,445
+3,950
| +38% | +$35.4K | ﹤0.01% | 822 |
|
|
2024
Q2 | $127K | Sell |
10,495
-643
| -6% | -$7.78K | ﹤0.01% | 786 |
|
|
2024
Q1 | $242K | Buy |
+11,138
| New | +$242K | ﹤0.01% | 683 |
|
|
2023
Q1 | – | Sell |
-6,441
| Closed | -$241K | – | 907 |
|
|
2022
Q4 | $241K | Buy |
6,441
+52
| +0.8% | +$1.94K | 0.01% | 444 |
|
|
2022
Q3 | $201K | Buy |
+6,389
| New | +$201K | ﹤0.01% | 438 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 314 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 170 |
|