Avantax Advisory Services’s Walgreens Boots Alliance WBA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$303K Sell
26,422
-1,706
-6% -$19.6K ﹤0.01% 1899
2025
Q1
$314K Sell
28,128
-21,768
-44% -$243K ﹤0.01% 1799
2024
Q4
$466K Buy
49,896
+1,186
+2% +$11.1K ﹤0.01% 1495
2024
Q3
$436K Sell
48,710
-5,547
-10% -$49.7K ﹤0.01% 1506
2024
Q2
$656K Sell
54,257
-676
-1% -$8.18K ﹤0.01% 1200
2024
Q1
$1.19M Buy
54,933
+11,389
+26% +$247K 0.01% 689
2023
Q4
$1.14M Sell
43,544
-5,756
-12% -$150K 0.01% 666
2023
Q3
$1.1M Buy
49,300
+1,413
+3% +$31.4K 0.01% 650
2023
Q2
$1.36M Buy
47,887
+191
+0.4% +$5.44K 0.02% 579
2023
Q1
$1.65M Buy
47,696
+12,736
+36% +$440K 0.02% 498
2022
Q4
$1.31M Buy
34,960
+5,357
+18% +$200K 0.02% 540
2022
Q3
$930K Buy
29,603
+10,185
+52% +$320K 0.01% 578
2022
Q2
$736K Buy
19,418
+5,192
+36% +$197K 0.01% 643
2022
Q1
$638K Buy
14,226
+1,227
+9% +$55K 0.01% 703
2021
Q4
$678K Buy
12,999
+4,634
+55% +$242K 0.01% 654
2021
Q3
$393K Sell
8,365
-4,501
-35% -$211K 0.01% 807
2021
Q2
$678K Sell
12,866
-1,115
-8% -$58.8K 0.01% 584
2021
Q1
$763K Sell
13,981
-5,751
-29% -$314K 0.02% 494
2020
Q4
$788K Sell
19,732
-24,749
-56% -$988K 0.02% 426
2020
Q3
$1.61M Buy
44,481
+28,137
+172% +$1.02M 0.03% 404
2020
Q2
$690K Buy
16,344
+3,167
+24% +$134K 0.02% 413
2020
Q1
$605K Sell
13,177
-628
-5% -$28.8K 0.02% 399
2019
Q4
$811K Buy
13,805
+6,865
+99% +$403K 0.02% 378
2019
Q3
$383K Buy
6,940
+2,623
+61% +$145K 0.02% 372
2019
Q2
$236K Buy
+4,317
New +$236K 0.01% 445