AWM
WBA
Axxcess 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 |
-13,000
| Closed | -$282K | – | 954 |
|
|
2024
Q1 | $282K | Buy |
13,000
+3,000
| +30% | +$65.1K | 0.01% | 683 |
|
|
2023
Q4 | $261K | Buy |
+10,000
| New | +$261K | 0.01% | 688 |
|
|
2023
Q3 | – | Sell |
-94,704
| Closed | -$2.7M | – | 850 |
|
|
2023
Q2 | $2.7M | Buy |
+94,704
| New | +$2.7M | 0.2% | 104 |
|
|
2022
Q2 | – | Sell |
-4,825
| Closed | -$216K | – | 676 |
|
|
2022
Q1 | $216K | Buy |
4,825
+946
| +24% | +$42.3K | 0.02% | 558 |
|
|
2021
Q4 | $202K | Buy |
+3,879
| New | +$202K | 0.01% | 582 |
|