DWP
WBA
Daymark Wealth Partners’s Walgreens Boots Alliance WBA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-3,526
| Closed | -$39.4K | – | 572 |
|
2025
Q1 | $39.4K | Sell |
3,526
-119,992
| -97% | -$1.34M | ﹤0.01% | 496 |
|
2024
Q4 | $153K | Sell |
123,518
-3,741
| -3% | -$4.63K | 0.01% | 489 |
|
2024
Q3 | $185K | Sell |
127,259
-11
| -0% | -$16 | 0.01% | 502 |
|
2024
Q2 | $208K | Sell |
127,270
-424
| -0.3% | -$693 | 0.01% | 477 |
|
2024
Q1 | $287K | Hold |
127,694
| – | – | 0.02% | 351 |
|
2023
Q4 | $321K | Sell |
127,694
-933
| -0.7% | -$2.35K | 0.02% | 311 |
|
2023
Q3 | $312K | Buy |
128,627
+119,603
| +1,325% | +$290K | 0.02% | 298 |
|
2023
Q2 | $257K | Buy |
+9,024
| New | +$257K | 0.02% | 319 |
|
2023
Q1 | – | Sell |
-7,185
| Closed | -$268K | – | 304 |
|
2022
Q4 | $268K | Buy |
+7,185
| New | +$268K | 0.05% | 194 |
|