BTWM
WBA
Baker Tilly 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 |
-12,722
| Closed | -$276K | – | 414 |
|
|
2024
Q1 | $276K | Sell |
12,722
-810
| -6% | -$17.6K | 0.05% | 358 |
|
|
2023
Q4 | $353K | Sell |
13,532
-1,309
| -9% | -$34.2K | 0.06% | 363 |
|
|
2023
Q3 | $330K | Buy |
14,841
+4,474
| +43% | +$99.5K | 0.05% | 346 |
|
|
2023
Q2 | $295K | Sell |
10,367
-750
| -7% | -$21.4K | 0.03% | 455 |
|
|
2023
Q1 | $384K | Buy |
+11,117
| New | +$384K | 0.04% | 398 |
|
|
2022
Q1 | – | Sell |
-5,039
| Closed | -$263K | – | 570 |
|
|
2021
Q4 | $263K | Sell |
5,039
-153
| -3% | -$7.99K | 0.03% | 455 |
|
|
2021
Q3 | $244K | Sell |
5,192
-163
| -3% | -$7.66K | 0.03% | 449 |
|
|
2021
Q2 | $282K | Buy |
5,355
+583
| +12% | +$30.7K | 0.05% | 411 |
|
|
2021
Q1 | $262K | Buy |
+4,772
| New | +$262K | 0.05% | 392 |
|