Arkadios Wealth Advisors’s Walgreens Boots Alliance WBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $355K | Buy |
30,925
+14,203
| +85% | +$163K | 0.01% | 971 |
|
|
2025
Q1 | $187K | Sell |
16,722
-4,840
| -22% | -$54.1K | 0.01% | 1043 |
|
|
2024
Q4 | $201K | Sell |
21,562
-1,182
| -5% | -$11K | 0.01% | 858 |
|
|
2024
Q3 | $204K | Sell |
22,744
-13,019
| -36% | -$117K | 0.01% | 837 |
|
|
2024
Q2 | $433K | Buy |
35,763
+4,039
| +13% | +$48.9K | 0.03% | 508 |
|
|
2024
Q1 | $688K | Buy |
31,724
+8,238
| +35% | +$179K | 0.05% | 314 |
|
|
2023
Q4 | $613K | Buy |
23,486
+1,207
| +5% | +$31.5K | 0.05% | 321 |
|
|
2023
Q3 | $495K | Buy |
+22,279
| New | +$495K | 0.05% | 342 |
|
|
2021
Q4 | – | Sell |
-4,457
| Closed | -$209K | – | 1765 |
|
|
2021
Q3 | $209K | Sell |
4,457
-846
| -16% | -$39.7K | 0.03% | 495 |
|
|
2021
Q2 | $278K | Buy |
5,303
+476
| +10% | +$25K | 0.03% | 461 |
|
|
2021
Q1 | $265K | Sell |
4,827
-1,528
| -24% | -$83.9K | 0.04% | 364 |
|
|
2020
Q4 | $253K | Buy |
6,355
+684
| +12% | +$27.2K | 0.05% | 285 |
|
|
2020
Q3 | $212K | Buy |
5,671
+3,238
| +133% | +$121K | 0.11% | 167 |
|
|
2020
Q2 | $97.6K | Buy |
2,433
+2,227
| +1,081% | +$89.3K | 0.05% | 262 |
|
|
2020
Q1 | $9.44K | Buy |
206
+10
| +5% | +$458 | 0.01% | 651 |
|
|
2019
Q4 | $10.5K | Buy |
+196
| New | +$10.5K | 0.01% | 584 |
|