FWM
WBA
Fairhaven Wealth Management’s Walgreens Boots Alliance WBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $251K | Sell |
6,710
-132
| -2% | -$4.93K | 0.11% | 86 |
|
|
2022
Q3 | $215K | Sell |
6,842
-133
| -2% | -$4.18K | 0.1% | 92 |
|
|
2022
Q2 | $264K | Buy |
6,975
+123
| +2% | +$4.66K | 0.12% | 81 |
|
|
2022
Q1 | $307K | Hold |
6,852
| – | – | 0.12% | 77 |
|
|
2021
Q4 | $357K | Sell |
6,852
-99
| -1% | -$5.16K | 0.14% | 72 |
|
|
2021
Q3 | $327K | Buy |
6,951
+1
| +0% | +$47 | 0.13% | 76 |
|
|
2021
Q2 | $366K | Sell |
6,950
-249
| -3% | -$13.1K | 0.15% | 72 |
|
|
2021
Q1 | $395K | Buy |
+7,199
| New | +$395K | 0.17% | 65 |
|
|
2020
Q2 | – | Sell |
-4,411
| Closed | -$202K | – | 102 |
|
|
2020
Q1 | $202K | Sell |
4,411
-1,636
| -27% | -$74.9K | 0.18% | 66 |
|
|
2019
Q4 | $357K | Buy |
6,047
+13
| +0.2% | +$767 | 0.3% | 46 |
|
|
2019
Q3 | $334K | Sell |
6,034
-1,568
| -21% | -$86.8K | 0.31% | 43 |
|
|
2019
Q2 | $416K | Buy |
7,602
+27
| +0.4% | +$1.48K | 0.39% | 40 |
|
|
2019
Q1 | $479K | Buy |
7,575
+4,023
| +113% | +$254K | 0.46% | 31 |
|
|
2018
Q4 | $243K | Buy |
+3,552
| New | +$243K | 0.24% | 59 |
|