CT
WBA

Clearstead Trust’s Walgreens Boots Alliance WBA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$10.9K Hold
952
﹤0.01% 566
2025
Q1
$10.6K Buy
+952
New +$10.6K ﹤0.01% 456
2024
Q2
Sell
-2,366
Closed -$51.3K 443
2024
Q1
$51.3K Sell
2,366
-6,784
-74% -$147K 0.01% 238
2023
Q4
$239K Sell
9,150
-705
-7% -$18.4K 0.07% 146
2023
Q3
$219K Sell
9,855
-4,580
-32% -$102K 0.07% 115
2023
Q2
$411K Buy
14,435
+47
+0.3% +$1.34K 0.13% 81
2023
Q1
$498K Buy
14,388
+45
+0.3% +$1.56K 0.16% 80
2022
Q4
$536K Buy
14,343
+59
+0.4% +$2.21K 0.18% 74
2022
Q3
$449K Buy
+14,284
New +$449K 0.16% 76