Gries Financial’s Walgreens Boots Alliance WBA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-59,353
Closed -$1.69M 187
2023
Q2
$1.69M Buy
59,353
+21,061
+55% +$600K 0.47% 61
2023
Q1
$1.32M Buy
+38,292
New +$1.32M 0.39% 73
2022
Q3
Sell
-35,269
Closed -$1.34M 155
2022
Q2
$1.34M Buy
35,269
+704
+2% +$26.7K 0.64% 49
2022
Q1
$1.55M Buy
34,565
+11,175
+48% +$500K 0.57% 55
2021
Q4
$1.22M Buy
+23,390
New +$1.22M 0.5% 54
2021
Q3
Sell
-5,577
Closed -$260K 187
2021
Q2
$260K Buy
5,577
+20
+0.4% +$932 0.08% 144
2021
Q1
$301K Buy
+5,557
New +$301K 0.1% 139