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 |
|