AWM
WBA
Avaii Wealth Management’s Walgreens Boots Alliance WBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-12,601
| Closed | -$273K | – | 152 |
|
|
2024
Q1 | $273K | Buy |
12,601
+3,341
| +36% | +$72.5K | 0.16% | 111 |
|
|
2023
Q4 | $242K | Sell |
9,260
-2,044
| -18% | -$53.4K | 0.16% | 125 |
|
|
2023
Q3 | $251K | Buy |
11,304
+2,118
| +23% | +$47.1K | 0.19% | 113 |
|
|
2023
Q2 | $262K | Buy |
9,186
+3,315
| +56% | +$94.4K | 0.2% | 110 |
|
|
2023
Q1 | $203K | Sell |
5,871
-9,165
| -61% | -$317K | 0.18% | 124 |
|
|
2022
Q4 | $562K | Buy |
15,036
+8,570
| +133% | +$320K | 0.5% | 44 |
|
|
2022
Q3 | $203K | Buy |
6,466
+149
| +2% | +$4.68K | 0.21% | 105 |
|
|
2022
Q2 | $239K | Buy |
6,317
+983
| +18% | +$37.2K | 0.26% | 90 |
|
|
2022
Q1 | $239K | Buy |
+5,334
| New | +$239K | 0.22% | 85 |
|