GoalVest Advisory’s Walgreens Boots Alliance WBA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-12
| Closed | -$134 | – | 528 |
|
2025
Q1 | $134 | Buy |
+12
| New | +$134 | ﹤0.01% | 484 |
|
2024
Q4 | – | Sell |
-224
| Closed | -$2K | – | 440 |
|
2024
Q3 | $2K | Buy |
+224
| New | +$2K | ﹤0.01% | 355 |
|
2022
Q3 | – | Sell |
-765
| Closed | -$29K | – | 322 |
|
2022
Q2 | $29K | Buy |
765
+758
| +10,829% | +$28.7K | 0.02% | 197 |
|
2022
Q1 | $0 | Buy |
+7
| New | – | ﹤0.01% | 515 |
|