CA
WBA
Crewe Advisors’s Walgreens Boots Alliance WBA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-16
| Closed | -$150 | – | 758 |
|
2024
Q4 | $150 | Buy |
+16
| New | +$150 | ﹤0.01% | 635 |
|
2023
Q4 | – | Sell |
-12
| Closed | -$267 | – | 699 |
|
2023
Q3 | $267 | Hold |
12
| – | – | ﹤0.01% | 429 |
|
2023
Q2 | $342 | Buy |
+12
| New | +$342 | ﹤0.01% | 666 |
|
2023
Q1 | – | Sell |
-90
| Closed | -$3.36K | – | 1038 |
|
2022
Q4 | $3.36K | Sell |
90
-272
| -75% | -$10.2K | ﹤0.01% | 754 |
|
2022
Q3 | $11K | Buy |
362
+80
| +28% | +$2.43K | ﹤0.01% | 646 |
|
2022
Q2 | $11K | Buy |
+282
| New | +$11K | ﹤0.01% | 582 |
|
2019
Q4 | – | Sell |
-1,009
| Closed | -$56K | – | 280 |
|
2019
Q3 | $56K | Hold |
1,009
| – | – | 0.03% | 111 |
|
2019
Q2 | $55K | Buy |
1,009
+96
| +11% | +$5.23K | 0.02% | 138 |
|
2019
Q1 | $58K | Buy |
+913
| New | +$58K | 0.02% | 117 |
|
2018
Q3 | – | Sell |
-160
| Closed | -$10K | – | 267 |
|
2018
Q2 | $10K | Buy |
+160
| New | +$10K | 0.01% | 215 |
|