EWA
WBA
EP Wealth Advisors’s Walgreens Boots Alliance WBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $165K | Buy |
14,372
+1,204
| +9% | +$13.8K | ﹤0.01% | 1300 |
|
|
2025
Q1 | $147K | Buy |
13,168
+613
| +5% | +$6.85K | ﹤0.01% | 1191 |
|
|
2024
Q4 | $117K | Sell |
12,555
-9,231
| -42% | -$86.1K | ﹤0.01% | 1179 |
|
|
2024
Q3 | $195K | Buy |
21,786
+10,707
| +97% | +$95.9K | ﹤0.01% | 1054 |
|
|
2024
Q2 | $134K | Buy |
11,079
+732
| +7% | +$8.85K | ﹤0.01% | 803 |
|
|
2024
Q1 | $224K | Sell |
10,347
-1,041
| -9% | -$22.6K | ﹤0.01% | 707 |
|
|
2023
Q4 | $297K | Buy |
+11,388
| New | +$297K | ﹤0.01% | 620 |
|
|
2023
Q2 | – | Sell |
-95,907
| Closed | -$3.73M | – | 730 |
|
|
2023
Q1 | $3.73M | Buy |
95,907
+85,253
| +800% | +$3.32M | 0.06% | 163 |
|
|
2022
Q4 | $398K | Buy |
+10,654
| New | +$398K | 0.01% | 422 |
|
|
2022
Q3 | – | Sell |
-7,410
| Closed | -$281K | – | 649 |
|
|
2022
Q2 | $281K | Sell |
7,410
-87
| -1% | -$3.3K | 0.01% | 494 |
|
|
2022
Q1 | $336K | Buy |
7,497
+92
| +1% | +$4.12K | 0.01% | 470 |
|
|
2021
Q4 | $386K | Sell |
7,405
-295
| -4% | -$15.4K | 0.01% | 411 |
|
|
2021
Q3 | $362K | Sell |
7,700
-355
| -4% | -$16.7K | 0.01% | 394 |
|
|
2021
Q2 | $424K | Sell |
8,055
-756
| -9% | -$39.8K | 0.01% | 368 |
|
|
2021
Q1 | $484K | Buy |
8,811
+74
| +0.8% | +$4.07K | 0.02% | 330 |
|
|
2020
Q4 | $348K | Sell |
8,737
-4,824
| -36% | -$192K | 0.01% | 326 |
|
|
2020
Q3 | $487K | Hold |
13,561
| – | – | 0.02% | 229 |
|
|
2020
Q2 | $575K | Sell |
13,561
-8,854
| -40% | -$375K | 0.02% | 230 |
|
|
2020
Q1 | $1.03M | Buy |
22,415
+10,939
| +95% | +$500K | 0.05% | 163 |
|
|
2019
Q4 | $677K | Buy |
11,476
+3,974
| +53% | +$234K | 0.03% | 236 |
|
|
2019
Q3 | $415K | Buy |
7,502
+3,421
| +84% | +$189K | 0.02% | 238 |
|
|
2019
Q2 | $223K | Buy |
+4,081
| New | +$223K | 0.01% | 279 |
|
|
2017
Q1 | – | Sell |
-110,192
| Closed | -$8.16M | – | 167 |
|
|
2016
Q4 | $8.16M | Buy |
110,192
+2,771
| +3% | +$205K | 1.19% | 24 |
|
|
2016
Q3 | $8.66M | Buy |
107,421
+1,259
| +1% | +$101K | 1.35% | 23 |
|
|
2016
Q2 | $8.84M | Buy |
+106,162
| New | +$8.84M | 1.41% | 24 |
|