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