BerganKDV Wealth Management’s Walgreens Boots Alliance WBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-402
| Closed | -$13.9K | – | 1086 |
|
|
2023
Q1 | $13.9K | Buy |
402
+177
| +79% | +$6.13K | ﹤0.01% | 556 |
|
|
2022
Q4 | $8.42K | Sell |
225
-18
| -7% | -$674 | ﹤0.01% | 603 |
|
|
2022
Q3 | $8K | Buy |
243
+14
| +6% | +$461 | ﹤0.01% | 613 |
|
|
2022
Q2 | $9K | Sell |
229
-164
| -42% | -$6.45K | ﹤0.01% | 614 |
|
|
2022
Q1 | $18K | Buy |
393
+2
| +0.5% | +$92 | ﹤0.01% | 528 |
|
|
2021
Q4 | $20K | Hold |
391
| – | – | ﹤0.01% | 550 |
|
|
2021
Q3 | $18K | Buy |
391
+2
| +0.5% | +$92 | ﹤0.01% | 548 |
|
|
2021
Q2 | $20K | Buy |
389
+2
| +0.5% | +$103 | ﹤0.01% | 523 |
|
|
2021
Q1 | $21K | Buy |
387
+1
| +0.3% | +$54 | ﹤0.01% | 482 |
|
|
2020
Q4 | $15K | Sell |
386
-4
| -1% | -$155 | ﹤0.01% | 521 |
|
|
2020
Q3 | $14K | Sell |
390
-535
| -58% | -$19.2K | ﹤0.01% | 472 |
|
|
2020
Q2 | $39K | Buy |
925
+154
| +20% | +$6.49K | 0.01% | 382 |
|
|
2020
Q1 | $35K | Buy |
771
+87
| +13% | +$3.95K | 0.01% | 365 |
|
|
2019
Q4 | $40K | Buy |
684
+36
| +6% | +$2.11K | 0.01% | 366 |
|
|
2019
Q3 | $36K | Buy |
648
+1
| +0.2% | +$56 | 0.01% | 364 |
|
|
2019
Q2 | $35K | Buy |
647
+2
| +0.3% | +$108 | 0.01% | 361 |
|
|
2019
Q1 | $41K | Buy |
645
+1
| +0.2% | +$64 | 0.01% | 366 |
|
|
2018
Q4 | $44K | Hold |
644
| – | – | 0.01% | 312 |
|
|
2018
Q3 | $47K | Buy |
644
+1
| +0.2% | +$73 | 0.01% | 331 |
|
|
2018
Q2 | $39K | Buy |
+643
| New | +$39K | 0.01% | 348 |
|