GWAM
WBA
Guardian Wealth Advisors (Minnesota)’s Walgreens Boots Alliance WBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-9,010
| Closed | -$200K | – | 75 |
|
|
2023
Q3 | $200K | Sell |
9,010
-245
| -3% | -$5.45K | 0.15% | 71 |
|
|
2023
Q2 | $264K | Sell |
9,255
-311
| -3% | -$8.86K | 0.19% | 58 |
|
|
2023
Q1 | $331K | Buy |
9,566
+144
| +2% | +$4.98K | 0.26% | 50 |
|
|
2022
Q4 | $352K | Sell |
9,422
-205
| -2% | -$7.66K | 0.31% | 47 |
|
|
2022
Q3 | $302K | Sell |
9,627
-242
| -2% | -$7.59K | 0.29% | 51 |
|
|
2022
Q2 | $374K | Sell |
9,869
-143
| -1% | -$5.42K | 0.34% | 45 |
|
|
2022
Q1 | $448K | Sell |
10,012
-554
| -5% | -$24.8K | 0.37% | 43 |
|
|
2021
Q4 | $551K | Buy |
10,566
+96
| +0.9% | +$5.01K | 0.44% | 38 |
|
|
2021
Q3 | $493K | Sell |
10,470
-1,155
| -10% | -$54.4K | 0.44% | 38 |
|
|
2021
Q2 | $612K | Buy |
11,625
+363
| +3% | +$19.1K | 0.53% | 30 |
|
|
2021
Q1 | $618K | Buy |
11,262
+581
| +5% | +$31.9K | 0.57% | 28 |
|
|
2020
Q4 | $426K | Buy |
+10,681
| New | +$426K | 0.42% | 42 |
|