BCA
WBA

Berman Capital Advisors’s Walgreens Boots Alliance WBA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$592K Sell
12,606
-1,247
-9% -$58.6K 0.09% 114
2021
Q2
$728K Buy
13,853
+2,054
+17% +$108K 0.12% 88
2021
Q1
$646K Buy
11,799
+8,057
+215% +$441K 0.14% 81
2020
Q4
$149K Buy
3,742
+714
+24% +$28.4K 0.04% 203
2020
Q3
$108K Buy
3,028
+236
+8% +$8.42K 0.03% 221
2020
Q2
$118K Sell
2,792
-173
-6% -$7.31K 0.03% 203
2020
Q1
$134K Sell
2,965
-50
-2% -$2.26K 0.04% 158
2019
Q4
$177K Sell
3,015
-15
-0.5% -$881 0.05% 151
2019
Q3
$167K Buy
3,030
+68
+2% +$3.75K 0.05% 150
2019
Q2
$161K Buy
2,962
+81
+3% +$4.4K 0.05% 153
2019
Q1
$182K Buy
2,881
+56
+2% +$3.54K 0.06% 133
2018
Q4
$192K Buy
+2,825
New +$192K 0.08% 106