Baldwin Wealth Partners’s Walgreens Boots Alliance WBA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-1,415
| Closed | -$17.1K | – | 1172 |
|
2024
Q2 | $17.1K | Hold |
1,415
| – | – | ﹤0.01% | 486 |
|
2024
Q1 | $30.7K | Hold |
1,415
| – | – | ﹤0.01% | 440 |
|
2023
Q4 | $36.9K | Hold |
1,415
| – | – | ﹤0.01% | 417 |
|
2023
Q3 | $31.5K | Hold |
1,415
| – | – | ﹤0.01% | 452 |
|
2023
Q2 | $40.3K | Hold |
1,415
| – | – | ﹤0.01% | 439 |
|
2023
Q1 | $48.9K | Hold |
1,415
| – | – | ﹤0.01% | 426 |
|
2022
Q4 | $52.9K | Buy |
1,415
+855
| +153% | +$31.9K | ﹤0.01% | 408 |
|
2022
Q3 | $18K | Hold |
560
| – | – | ﹤0.01% | 456 |
|
2022
Q2 | $21K | Hold |
560
| – | – | ﹤0.01% | 470 |
|
2022
Q1 | $25K | Hold |
560
| – | – | ﹤0.01% | 455 |
|
2021
Q4 | $29K | Hold |
560
| – | – | ﹤0.01% | 412 |
|
2021
Q3 | $26K | Hold |
560
| – | – | ﹤0.01% | 424 |
|
2021
Q2 | $29K | Hold |
560
| – | – | ﹤0.01% | 429 |
|
2021
Q1 | $31K | Hold |
560
| – | – | ﹤0.01% | 404 |
|
2020
Q4 | $22K | Hold |
560
| – | – | ﹤0.01% | 396 |
|
2020
Q3 | $20K | Hold |
560
| – | – | ﹤0.01% | 389 |
|
2020
Q2 | $24K | Hold |
560
| – | – | ﹤0.01% | 374 |
|
2020
Q1 | $26K | Hold |
560
| – | – | ﹤0.01% | 351 |
|
2019
Q4 | $33K | Hold |
560
| – | – | ﹤0.01% | 363 |
|
2019
Q3 | $31K | Hold |
560
| – | – | ﹤0.01% | 365 |
|
2019
Q2 | $31K | Hold |
560
| – | – | ﹤0.01% | 357 |
|
2019
Q1 | $35K | Hold |
560
| – | – | 0.01% | 342 |
|
2018
Q4 | $38K | Hold |
560
| – | – | 0.01% | 314 |
|
2018
Q3 | $41K | Hold |
560
| – | – | 0.01% | 338 |
|
2018
Q2 | $34K | Sell |
560
-256
| -31% | -$15.5K | 0.01% | 351 |
|
2018
Q1 | $53K | Buy |
+816
| New | +$53K | 0.01% | 286 |
|