CWP
WBA
Concord Wealth Partners’s Walgreens Boots Alliance WBA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-85
| Closed | -$1.03K | – | 1032 |
|
2024
Q2 | $1.03K | Hold |
85
| – | – | ﹤0.01% | 725 |
|
2024
Q1 | $1.84K | Hold |
85
| – | – | ﹤0.01% | 758 |
|
2023
Q4 | $2.22K | Sell |
85
-2
| -2% | -$52 | ﹤0.01% | 704 |
|
2023
Q3 | $1.94K | Sell |
87
-11,455
| -99% | -$255K | ﹤0.01% | 874 |
|
2023
Q2 | $329K | Buy |
11,542
+5,656
| +96% | +$161K | 0.07% | 141 |
|
2023
Q1 | $204K | Buy |
5,886
+4,801
| +442% | +$166K | 0.06% | 157 |
|
2022
Q4 | $40.5K | Buy |
+1,085
| New | +$40.5K | 0.01% | 405 |
|
2022
Q3 | – | Sell |
-1,357
| Closed | -$51K | – | 1149 |
|
2022
Q2 | $51K | Sell |
1,357
-35
| -3% | -$1.32K | 0.01% | 378 |
|
2022
Q1 | $62K | Buy |
1,392
+87
| +7% | +$3.88K | 0.02% | 392 |
|
2021
Q4 | $68K | Buy |
1,305
+13
| +1% | +$677 | 0.02% | 392 |
|
2021
Q3 | $61K | Buy |
1,292
+162
| +14% | +$7.65K | 0.03% | 186 |
|
2021
Q2 | $59K | Buy |
1,130
+101
| +10% | +$5.27K | 0.02% | 326 |
|
2021
Q1 | $56K | Buy |
1,029
+17
| +2% | +$925 | 0.02% | 319 |
|
2020
Q4 | $40K | Buy |
+1,012
| New | +$40K | 0.03% | 234 |
|