FPFS
WBA
First Personal Financial Services’s Walgreens Boots Alliance WBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $18K | Sell |
2,009
-1,291
| -39% | -$11.6K | ﹤0.01% | 265 |
|
|
2024
Q2 | $39.9K | Buy |
3,300
+1,500
| +83% | +$18.1K | 0.01% | 204 |
|
|
2024
Q1 | $39K | Buy |
1,800
+1,300
| +260% | +$28.2K | 0.01% | 199 |
|
|
2023
Q4 | $13.1K | Sell |
500
-1,200
| -71% | -$31.3K | ﹤0.01% | 287 |
|
|
2023
Q3 | $37.8K | Buy |
+1,700
| New | +$37.8K | 0.01% | 219 |
|
|
2023
Q1 | – | Sell |
-228
| Closed | -$8.51K | – | 436 |
|
|
2022
Q4 | $8.51K | Sell |
228
-203
| -47% | -$7.58K | ﹤0.01% | 335 |
|
|
2022
Q3 | $14K | Hold |
431
| – | – | ﹤0.01% | 314 |
|
|
2022
Q2 | $16K | Buy |
431
+228
| +112% | +$8.46K | ﹤0.01% | 249 |
|
|
2022
Q1 | $9K | Buy |
+203
| New | +$9K | ﹤0.01% | 305 |
|
|
2020
Q1 | – | Sell |
-40
| Closed | -$2K | – | 532 |
|
|
2019
Q4 | $2K | Hold |
40
| – | – | ﹤0.01% | 387 |
|
|
2019
Q3 | $2K | Hold |
40
| – | – | ﹤0.01% | 435 |
|
|
2019
Q2 | $2K | Sell |
40
-13
| -25% | -$650 | ﹤0.01% | 674 |
|
|
2019
Q1 | $3K | Buy |
+53
| New | +$3K | ﹤0.01% | 648 |
|
|
2018
Q4 | – | Sell |
-170
| Closed | -$12K | – | 700 |
|
|
2018
Q3 | $12K | Sell |
170
-168
| -50% | -$11.9K | ﹤0.01% | 476 |
|
|
2018
Q2 | $20K | Hold |
338
| – | – | 0.01% | 400 |
|
|
2018
Q1 | $22K | Hold |
338
| – | – | ﹤0.01% | 617 |
|
|
2017
Q4 | $25K | Sell |
338
-696
| -67% | -$51.5K | ﹤0.01% | 614 |
|
|
2017
Q3 | $80K | Sell |
1,034
-4,823
| -82% | -$373K | 0.02% | 348 |
|
|
2017
Q2 | $459K | Buy |
5,857
+3,543
| +153% | +$278K | 0.1% | 147 |
|
|
2017
Q1 | $192K | Sell |
2,314
-10
| -0.4% | -$830 | 0.05% | 199 |
|
|
2016
Q4 | $192K | Buy |
2,324
+1,417
| +156% | +$117K | 0.05% | 194 |
|
|
2016
Q3 | $73K | Sell |
907
-180
| -17% | -$14.5K | 0.02% | 234 |
|
|
2016
Q2 | $91K | Buy |
1,087
+167
| +18% | +$14K | 0.03% | 206 |
|
|
2016
Q1 | $78K | Buy |
+920
| New | +$78K | 0.04% | 154 |
|
|
2015
Q2 | – | Sell |
-23
| Closed | -$2K | – | 546 |
|
|
2015
Q1 | $2K | Hold |
23
| – | – | ﹤0.01% | 472 |
|
|
2014
Q4 | $1K | Buy |
+23
| New | +$1K | ﹤0.01% | 444 |
|