BWM
WBA
Baron Wealth Management’s Walgreens Boots Alliance WBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $243K | Hold |
21,141
| – | – | 0.09% | 176 |
|
|
2025
Q1 | $236K | Hold |
21,141
| – | – | 0.1% | 163 |
|
|
2024
Q4 | $197K | Buy |
+21,141
| New | +$197K | 0.09% | 186 |
|
|
2024
Q1 | – | Sell |
-15,209
| Closed | -$397K | – | 192 |
|
|
2023
Q4 | $397K | Buy |
+15,209
| New | +$397K | 0.22% | 70 |
|
|
2023
Q1 | – | Sell |
-5,515
| Closed | -$206K | – | 149 |
|
|
2022
Q4 | $206K | Buy |
+5,515
| New | +$206K | 0.16% | 128 |
|