BWM
WBA
Buckley Wealth Management’s Walgreens Boots Alliance WBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-62,985
| Closed | -$762K | – | 104 |
|
|
2024
Q2 | $762K | Buy |
62,985
+25,650
| +69% | +$310K | 0.24% | 66 |
|
|
2024
Q1 | $810K | Buy |
37,335
+785
| +2% | +$17K | 0.26% | 67 |
|
|
2023
Q4 | $954K | Buy |
36,550
+3,220
| +10% | +$84.1K | 0.33% | 57 |
|
|
2023
Q3 | $741K | Buy |
33,330
+7,400
| +29% | +$165K | 0.28% | 66 |
|
|
2023
Q2 | $739K | Buy |
25,930
+1,890
| +8% | +$53.8K | 0.25% | 73 |
|
|
2023
Q1 | $831K | Sell |
24,040
-1,055
| -4% | -$36.5K | 0.31% | 63 |
|
|
2022
Q4 | $938K | Buy |
25,095
+3,154
| +14% | +$118K | 0.34% | 50 |
|
|
2022
Q3 | $689K | Buy |
21,941
+235
| +1% | +$7.38K | 0.25% | 69 |
|
|
2022
Q2 | $823K | Buy |
21,706
+1,240
| +6% | +$47K | 0.26% | 68 |
|
|
2022
Q1 | $916K | Sell |
20,466
-205
| -1% | -$9.18K | 0.25% | 78 |
|
|
2021
Q4 | $1.08M | Buy |
20,671
+1,770
| +9% | +$92.3K | 0.31% | 57 |
|
|
2021
Q3 | $889K | Buy |
18,901
+370
| +2% | +$17.4K | 0.29% | 58 |
|
|
2021
Q2 | $975K | Sell |
18,531
-1,364
| -7% | -$71.8K | 0.33% | 52 |
|
|
2021
Q1 | $1.09M | Buy |
19,895
+250
| +1% | +$13.7K | 0.4% | 42 |
|
|
2020
Q4 | $783K | Buy |
19,645
+5,185
| +36% | +$207K | 0.32% | 56 |
|
|
2020
Q3 | $519K | Buy |
14,460
+3,350
| +30% | +$120K | 0.23% | 71 |
|
|
2020
Q2 | $471K | Sell |
11,110
-5
| -0% | -$212 | 0.21% | 81 |
|
|
2020
Q1 | $509K | Buy |
11,115
+300
| +3% | +$13.7K | 0.28% | 73 |
|
|
2019
Q4 | $638K | Sell |
10,815
-215
| -2% | -$12.7K | 0.29% | 67 |
|
|
2019
Q3 | $610K | Buy |
11,030
+825
| +8% | +$45.6K | 0.3% | 64 |
|
|
2019
Q2 | $558K | Buy |
10,205
+920
| +10% | +$50.3K | 0.26% | 78 |
|
|
2019
Q1 | $587K | Sell |
9,285
-370
| -4% | -$23.4K | 0.28% | 76 |
|
|
2018
Q4 | $660K | Buy |
9,655
+30
| +0.3% | +$2.05K | 0.34% | 55 |
|
|
2018
Q3 | $702K | Buy |
9,625
+610
| +7% | +$44.5K | 0.31% | 63 |
|
|
2018
Q2 | $541K | Buy |
9,015
+850
| +10% | +$51K | 0.26% | 86 |
|
|
2018
Q1 | $535K | Buy |
8,165
+945
| +13% | +$61.9K | 0.26% | 90 |
|
|
2017
Q4 | $524K | Buy |
+7,220
| New | +$524K | 0.26% | 89 |
|