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 |
|