Cassady Schiller 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 | $10.6K | Buy |
1,141
+125
| +12% | +$1.17K | ﹤0.01% | 334 |
|
|
2024
Q3 | $9.1K | Sell |
1,016
-87
| -8% | -$779 | ﹤0.01% | 324 |
|
|
2024
Q2 | $13.3K | Buy |
1,103
+87
| +9% | +$1.05K | 0.01% | 299 |
|
|
2024
Q1 | $22K | Hold |
1,016
| – | – | 0.01% | 280 |
|
|
2023
Q4 | $26.5K | Sell |
1,016
-127
| -11% | -$3.32K | 0.01% | 256 |
|
|
2023
Q3 | $25.4K | Sell |
1,143
-1,066
| -48% | -$23.7K | 0.01% | 256 |
|
|
2023
Q2 | $62.9K | Hold |
2,209
| – | – | 0.03% | 174 |
|
|
2023
Q1 | $76.4K | Hold |
2,209
| – | – | 0.04% | 161 |
|
|
2022
Q4 | $82.5K | Buy |
+2,209
| New | +$82.5K | 0.05% | 148 |
|
|
2022
Q1 | – | Sell |
-1,975
| Closed | -$103K | – | 598 |
|
|
2021
Q4 | $103K | Buy |
+1,975
| New | +$103K | 0.06% | 129 |
|