Caldwell Trust’s Walgreens Boots Alliance WBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.98K | Hold |
347
|
|
||||
|
2025
Q1 | $3.88K | Buy |
347
+75
|
|
||||
|
2024
Q4 | $2.54K | Hold |
272
|
|
||||
|
2024
Q3 | $2.44K | Hold |
272
|
|
||||
|
2024
Q2 | $3.29K | Sell |
272
-500
|
|
||||
|
2024
Q1 | $16.7K | Sell |
772
-205
|
|
||||
|
2023
Q4 | $25.5K | Sell |
977
-930
|
|
||||
|
2023
Q3 | $42.4K | Hold |
1,907
|
|
||||
|
2023
Q2 | $54.3K | Hold |
1,907
|
|
||||
|
2023
Q1 | $65.9K | Sell |
1,907
-1,933
|
|
||||
|
2022
Q4 | $143K | Buy |
3,840
+956
|
|
||||
|
2022
Q3 | $90.6K | Sell |
2,884
-250
|
|
||||
|
2022
Q2 | $119K | Buy |
3,134
+812
|
|
||||
|
2022
Q1 | $104K | Hold |
2,322
|
|
||||
|
2021
Q4 | $121K | Hold |
2,322
|
|
||||
|
2021
Q3 | $109K | Sell |
2,322
-284
|
|
||||
|
2021
Q2 | $137K | Sell |
2,606
-40
|
|
||||
|
2021
Q1 | $145K | Sell |
2,646
-450
|
|
||||
|
2020
Q4 | $123K | Sell |
3,096
-1,049
|
|
||||
|
2020
Q3 | $149K | Sell |
4,145
-2,583
|
|
||||
|
2020
Q2 | $285K | Sell |
6,728
-459
|
|
||||
|
2020
Q1 | $329K | Sell |
7,187
-636
|
|
||||
|
2019
Q4 | $461K | Buy |
+7,823
|
|