BSSFA
WBA
Baron Silver Stevens Financial Advisors’s Walgreens Boots Alliance WBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-12,723
| Closed | -$119K | – | 132 |
|
|
2024
Q4 | $119K | Sell |
12,723
-1,262
| -9% | -$11.8K | 0.02% | 127 |
|
|
2024
Q3 | $125K | Buy |
+13,985
| New | +$125K | 0.02% | 120 |
|
|
2022
Q4 | – | Sell |
-219
| Closed | -$289 | – | 148 |
|
|
2022
Q3 | $289 | Buy |
+219
| New | +$289 | 0.08% | 68 |
|
|
2021
Q1 | – | Sell |
-219
| Closed | -$8K | – | 480 |
|
|
2020
Q4 | $8K | Buy |
+219
| New | +$8K | ﹤0.01% | 282 |
|