BWM
WBA
Brown Wealth Management’s Walgreens Boots Alliance WBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-19,396
| Closed | -$174K | – | 99 |
|
|
2024
Q3 | $174K | Buy |
19,396
+14
| +0.1% | +$125 | 0.06% | 85 |
|
|
2024
Q2 | $234K | Sell |
19,382
-928
| -5% | -$11.2K | 0.09% | 77 |
|
|
2024
Q1 | $441K | Sell |
20,310
-1,274
| -6% | -$27.6K | 0.18% | 55 |
|
|
2023
Q4 | $564K | Buy |
21,584
+1,422
| +7% | +$37.1K | 0.25% | 49 |
|
|
2023
Q3 | $448K | Hold |
20,162
| – | – | 0.21% | 51 |
|
|
2023
Q2 | $574K | Buy |
+20,162
| New | +$574K | 0.3% | 49 |
|