Cape Investment Advisory’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
Q2 | $17.9K | Hold |
1,560
| – | – | 0.01% | 533 |
|
|
2025
Q1 | $17.4K | Buy |
1,560
+5
| +0.3% | +$56 | 0.01% | 506 |
|
|
2024
Q4 | $14.5K | Buy |
1,555
+150
| +11% | +$1.4K | 0.01% | 524 |
|
|
2024
Q3 | $12.6K | Buy |
1,405
+50
| +4% | +$448 | 0.01% | 526 |
|
|
2024
Q2 | $16.4K | Hold |
1,355
| – | – | 0.01% | 448 |
|
|
2024
Q1 | $29.4K | Sell |
1,355
-206
| -13% | -$4.47K | 0.01% | 389 |
|
|
2023
Q4 | $40.8K | Buy |
1,561
+211
| +16% | +$5.51K | 0.02% | 384 |
|
|
2023
Q3 | $30K | Hold |
1,350
| – | – | 0.02% | 382 |
|
|
2023
Q2 | $38.5K | Sell |
1,350
-100
| -7% | -$2.85K | 0.02% | 330 |
|
|
2023
Q1 | $50.1K | Buy |
+1,450
| New | +$50.1K | 0.03% | 266 |
|