APP
WBA
Avantax Planning Partners’s Walgreens Boots Alliance WBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-9,984
| Closed | -$222K | – | 386 |
|
|
2023
Q3 | $222K | Sell |
9,984
-1,634
| -14% | -$36.3K | 0.01% | 332 |
|
|
2023
Q2 | $331K | Buy |
11,618
+1,108
| +11% | +$31.6K | 0.01% | 278 |
|
|
2023
Q1 | $363K | Buy |
10,510
+1,420
| +16% | +$49.1K | 0.01% | 262 |
|
|
2022
Q4 | $340K | Buy |
9,090
+108
| +1% | +$4.04K | 0.01% | 284 |
|
|
2022
Q3 | $282K | Sell |
8,982
-124
| -1% | -$3.89K | 0.01% | 288 |
|
|
2022
Q2 | $345K | Sell |
9,106
-475
| -5% | -$18K | 0.01% | 256 |
|
|
2022
Q1 | $429K | Sell |
9,581
-162
| -2% | -$7.25K | 0.02% | 236 |
|
|
2021
Q4 | $508K | Sell |
9,743
-7
| -0.1% | -$365 | 0.02% | 214 |
|
|
2021
Q3 | $459K | Buy |
9,750
+229
| +2% | +$10.8K | 0.02% | 209 |
|
|
2021
Q2 | $501K | Sell |
9,521
-1,677
| -15% | -$88.2K | 0.02% | 196 |
|
|
2021
Q1 | $615K | Sell |
11,198
-64
| -0.6% | -$3.52K | 0.03% | 170 |
|
|
2020
Q4 | $449K | Buy |
+11,262
| New | +$449K | 0.02% | 194 |
|
|
2020
Q3 | – | Sell |
-6,754
| Closed | -$286K | – | 305 |
|
|
2020
Q2 | $286K | Buy |
6,754
+11
| +0.2% | +$466 | 0.02% | 221 |
|
|
2020
Q1 | $308K | Sell |
6,743
-541
| -7% | -$24.7K | 0.02% | 200 |
|
|
2019
Q4 | $429K | Sell |
7,284
-514
| -7% | -$30.3K | 0.03% | 192 |
|
|
2019
Q3 | $431K | Sell |
7,798
-1,883
| -19% | -$104K | 0.03% | 190 |
|
|
2019
Q2 | $537K | Sell |
9,681
-52
| -0.5% | -$2.88K | 0.03% | 160 |
|
|
2019
Q1 | $616K | Buy |
9,733
+591
| +6% | +$37.4K | 0.04% | 143 |
|
|
2018
Q4 | $625K | Buy |
9,142
+186
| +2% | +$12.7K | 0.05% | 128 |
|
|
2018
Q3 | $653K | Buy |
8,956
+1,879
| +27% | +$137K | 0.05% | 121 |
|
|
2018
Q2 | $425K | Sell |
7,077
-159
| -2% | -$9.55K | 0.04% | 142 |
|
|
2018
Q1 | $474K | Sell |
7,236
-702
| -9% | -$46K | 0.04% | 180 |
|
|
2017
Q4 | $576K | Sell |
7,938
-1,253
| -14% | -$90.9K | 0.05% | 153 |
|
|
2017
Q3 | $710K | Buy |
9,191
+339
| +4% | +$26.2K | 0.06% | 156 |
|
|
2017
Q2 | $693K | Buy |
8,852
+75
| +0.9% | +$5.87K | 0.06% | 152 |
|
|
2017
Q1 | $729K | Sell |
8,777
-59
| -0.7% | -$4.9K | 0.07% | 143 |
|
|
2016
Q4 | $731K | Buy |
+8,836
| New | +$731K | 0.08% | 124 |
|