FWM
WBA
Forza Wealth Management’s Walgreens Boots Alliance WBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $154K | Sell |
13,425
-130
| -1% | -$1.49K | 0.06% | 186 |
|
|
2025
Q1 | $151K | Hold |
13,555
| – | – | 0.07% | 175 |
|
|
2024
Q4 | $126K | Sell |
13,555
-6,158
| -31% | -$57.5K | 0.06% | 182 |
|
|
2024
Q3 | $177K | Sell |
19,713
-1,125
| -5% | -$10.1K | 0.08% | 184 |
|
|
2024
Q2 | $252K | Sell |
20,838
-1,275
| -6% | -$15.4K | 0.13% | 153 |
|
|
2024
Q1 | $480K | Buy |
22,113
+395
| +2% | +$8.57K | 0.25% | 113 |
|
|
2023
Q4 | $567K | Sell |
21,718
-9,525
| -30% | -$249K | 0.31% | 90 |
|
|
2023
Q3 | $695K | Sell |
31,243
-5,100
| -14% | -$113K | 0.36% | 86 |
|
|
2023
Q2 | $1.04M | Buy |
36,343
+780
| +2% | +$22.2K | 0.52% | 66 |
|
|
2023
Q1 | $1.23M | Buy |
35,563
+420
| +1% | +$14.5K | 0.63% | 50 |
|
|
2022
Q4 | $1.31M | Buy |
+35,143
| New | +$1.31M | 0.87% | 34 |
|