BOK Financial Private Wealth’s Walgreens Boots Alliance WBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-25
| Closed | -$234 | – | 675 |
|
|
2024
Q4 | $234 | Sell |
25
-537
| -96% | -$5.03K | ﹤0.01% | 633 |
|
|
2024
Q3 | $5.04K | Buy |
562
+162
| +41% | +$1.45K | ﹤0.01% | 437 |
|
|
2024
Q2 | $4.84K | Hold |
400
| – | – | ﹤0.01% | 409 |
|
|
2024
Q1 | $8.68K | Hold |
400
| – | – | ﹤0.01% | 371 |
|
|
2023
Q4 | $10.4K | Buy |
+400
| New | +$10.4K | ﹤0.01% | 359 |
|
|
2023
Q2 | – | Sell |
-1,600
| Closed | -$55.3K | – | 467 |
|
|
2023
Q1 | $55.3K | Hold |
1,600
| – | – | ﹤0.01% | 236 |
|
|
2022
Q4 | $59.8K | Hold |
1,600
| – | – | 0.01% | 224 |
|
|
2022
Q3 | $50K | Hold |
1,600
| – | – | ﹤0.01% | 247 |
|
|
2022
Q2 | $61K | Sell |
1,600
-3,202
| -67% | -$122K | 0.01% | 240 |
|
|
2022
Q1 | $215K | Buy |
4,802
+833
| +21% | +$37.3K | 0.02% | 290 |
|
|
2021
Q4 | $207K | Buy |
+3,969
| New | +$207K | 0.01% | 292 |
|