FFM
WBA
Forum Financial Management’s Walgreens Boots Alliance WBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $194K | Hold |
16,875
| – | – | ﹤0.01% | 911 |
|
|
2025
Q1 | $188K | Sell |
16,875
-2,850
| -14% | -$31.8K | ﹤0.01% | 828 |
|
|
2024
Q4 | $184K | Buy |
19,725
+8,206
| +71% | +$76.6K | ﹤0.01% | 857 |
|
|
2024
Q3 | $103K | Buy |
+11,519
| New | +$103K | ﹤0.01% | 751 |
|
|
2024
Q2 | – | Sell |
-9,340
| Closed | -$203K | – | 773 |
|
|
2024
Q1 | $203K | Sell |
9,340
-1,646
| -15% | -$35.7K | ﹤0.01% | 701 |
|
|
2023
Q4 | $287K | Sell |
10,986
-5,240
| -32% | -$137K | 0.01% | 473 |
|
|
2023
Q3 | $361K | Sell |
16,226
-3,385
| -17% | -$75.3K | 0.01% | 360 |
|
|
2023
Q2 | $559K | Buy |
19,611
+3,210
| +20% | +$91.5K | 0.01% | 271 |
|
|
2023
Q1 | $567K | Buy |
16,401
+2,826
| +21% | +$97.7K | 0.02% | 238 |
|
|
2022
Q4 | $507K | Buy |
13,575
+2,976
| +28% | +$111K | 0.02% | 251 |
|
|
2022
Q3 | $333K | Sell |
10,599
-8,381
| -44% | -$263K | 0.02% | 313 |
|
|
2022
Q2 | $719K | Sell |
18,980
-1,011
| -5% | -$38.3K | 0.04% | 162 |
|
|
2022
Q1 | $895K | Buy |
19,991
+146
| +0.7% | +$6.54K | 0.04% | 143 |
|
|
2021
Q4 | $1.04M | Buy |
+19,845
| New | +$1.04M | 0.05% | 123 |
|