Carson Wealth (CWM LLC)’s Walgreens Boots Alliance WBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Sell |
89,300
-13,632
| -13% | -$156K | ﹤0.01% | 1232 |
|
|
2025
Q1 | $1.15M | Buy |
102,932
+55,831
| +119% | +$624K | ﹤0.01% | 1058 |
|
|
2024
Q4 | $439K | Buy |
47,101
+940
| +2% | +$8.76K | ﹤0.01% | 1432 |
|
|
2024
Q3 | $414K | Buy |
46,161
+17,980
| +64% | +$161K | ﹤0.01% | 1401 |
|
|
2024
Q2 | $341K | Sell |
28,181
-4,216
| -13% | -$51K | ﹤0.01% | 1335 |
|
|
2024
Q1 | $703K | Buy |
32,397
+1,138
| +4% | +$24.7K | ﹤0.01% | 997 |
|
|
2023
Q4 | $816K | Sell |
31,259
-2,134
| -6% | -$55.7K | ﹤0.01% | 890 |
|
|
2023
Q3 | $743K | Buy |
33,393
+11,602
| +53% | +$258K | ﹤0.01% | 848 |
|
|
2023
Q2 | $621K | Sell |
21,791
-3,103
| -12% | -$88.4K | ﹤0.01% | 870 |
|
|
2023
Q1 | $861K | Sell |
24,894
-1,058
| -4% | -$36.6K | 0.01% | 702 |
|
|
2022
Q4 | $970K | Buy |
25,952
+1,763
| +7% | +$65.9K | 0.01% | 625 |
|
|
2022
Q3 | $760K | Buy |
24,189
+306
| +1% | +$9.61K | 0.01% | 624 |
|
|
2022
Q2 | $905K | Buy |
23,883
+2,955
| +14% | +$112K | 0.01% | 582 |
|
|
2022
Q1 | $937K | Buy |
20,928
+1,896
| +10% | +$84.9K | 0.01% | 576 |
|
|
2021
Q4 | $993K | Buy |
+19,032
| New | +$993K | 0.01% | 576 |
|
|
2021
Q2 | $854K | Hold |
16,230
| – | – | 0.01% | 591 |
|
|
2021
Q1 | $854K | Hold |
16,230
| – | – | 0.01% | 591 |
|
|
2020
Q4 | $854K | Hold |
16,230
| – | – | 0.01% | 591 |
|
|
2020
Q3 | $854K | Hold |
16,230
| – | – | 0.01% | 591 |
|
|
2020
Q2 | $854K | Hold |
16,230
| – | – | 0.01% | 591 |
|
|
2020
Q1 | $854K | Hold |
16,230
| – | – | 0.01% | 591 |
|
|
2019
Q4 | $854K | Hold |
16,230
| – | – | 0.01% | 591 |
|
|
2019
Q3 | $854K | Hold |
16,230
| – | – | 0.01% | 591 |
|
|
2019
Q2 | $854K | Hold |
16,230
| – | – | 0.01% | 591 |
|
|
2019
Q1 | $854K | Buy |
16,230
+10,091
| +164% | +$531K | 0.01% | 591 |
|
|
2018
Q4 | $419K | Sell |
6,139
-1,155
| -16% | -$78.8K | 0.01% | 478 |
|
|
2018
Q3 | $532K | Buy |
7,294
+1,624
| +29% | +$118K | 0.01% | 378 |
|
|
2018
Q2 | $340K | Sell |
5,670
-99
| -2% | -$5.94K | 0.01% | 364 |
|
|
2018
Q1 | $378K | Hold |
5,769
| – | – | 0.02% | 306 |
|
|
2017
Q4 | $419K | Buy |
5,769
+101
| +2% | +$7.34K | 0.02% | 276 |
|
|
2017
Q3 | $438K | Buy |
5,668
+1,659
| +41% | +$128K | 0.02% | 260 |
|
|
2017
Q2 | $314K | Buy |
4,009
+9
| +0.2% | +$705 | 0.02% | 270 |
|
|
2017
Q1 | $332K | Sell |
4,000
-113
| -3% | -$9.38K | 0.02% | 255 |
|
|
2016
Q4 | $340K | Buy |
4,113
+4,013
| +4,013% | +$332K | 0.02% | 230 |
|
|
2016
Q3 | $8K | Buy |
+100
| New | +$8K | ﹤0.01% | 755 |
|
|
2014
Q1 | – | Sell |
-1,140
| Closed | -$66K | – | 446 |
|
|
2013
Q4 | $66K | Buy |
1,140
+333
| +41% | +$19.3K | 0.01% | 218 |
|
|
2013
Q3 | $43K | Buy |
+807
| New | +$43K | 0.01% | 197 |
|