AIM
WBA
Athena Investment Management’s Walgreens Boots Alliance WBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,786
| Closed | -$250K | – | 139 |
|
|
2023
Q2 | $250K | Hold |
8,786
| – | – | 0.17% | 123 |
|
|
2023
Q1 | $304K | Buy |
8,786
+90
| +1% | +$3.11K | 0.22% | 108 |
|
|
2022
Q4 | $325K | Sell |
8,696
-90
| -1% | -$3.36K | 0.24% | 101 |
|
|
2022
Q3 | $276K | Hold |
8,786
| – | – | 0.23% | 105 |
|
|
2022
Q2 | $333K | Hold |
8,786
| – | – | 0.26% | 96 |
|
|
2022
Q1 | $390K | Buy |
+8,786
| New | +$390K | 0.3% | 74 |
|