CIA
WBA
Concurrent Investment Advisors’s Walgreens Boots Alliance WBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $200K | Buy |
17,425
+3,501
| +25% | +$40.2K | ﹤0.01% | 1263 |
|
|
2025
Q1 | $156K | Buy |
13,924
+3,064
| +28% | +$34.2K | ﹤0.01% | 1152 |
|
|
2024
Q4 | $101K | Sell |
10,860
-3,430
| -24% | -$32K | ﹤0.01% | 1024 |
|
|
2024
Q3 | $128K | Sell |
14,290
-977
| -6% | -$8.75K | ﹤0.01% | 976 |
|
|
2024
Q2 | $185K | Buy |
+15,267
| New | +$185K | 0.01% | 873 |
|
|
2024
Q1 | – | Sell |
-16,836
| Closed | -$440K | – | 942 |
|
|
2023
Q4 | $440K | Buy |
+16,836
| New | +$440K | 0.02% | 518 |
|