Heritage Wealth Advisors’s Walgreens Boots Alliance WBA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-2,000	Closed	-$52.2K	–	580
2023 Q4	$52.2K	Buy	+2,000	New	+$44.7K	﹤0.01%	333
2023 Q1	–	Sell	-10	Closed	-$374	–	598
2022 Q4	$374	Hold	10	–	–	﹤0.01%	538
2022 Q3	$314	Sell	10 -3,000	-100%	-$111K	﹤0.01%	513
2022 Q2	$114K	Hold	3,010	–	–	0.01%	251
2022 Q1	$135K	Sell	3,010 -60	-2%	-$2.95K	0.01%	227
2021 Q4	$160K	Sell	3,070 -250	-8%	-$12.1K	0.01%	221
2021 Q3	$156K	Hold	3,320	–	–	0.01%	216
2021 Q2	$175K	Sell	3,320 -50	-1%	-$2.69K	0.01%	212
2021 Q1	$185K	Sell	3,370 -608	-15%	-$30.1K	0.01%	211
2020 Q4	$159K	Buy	3,978 +96	+2%	+$3.72K	0.01%	216
2020 Q3	$139K	Buy	3,882 +134	+4%	+$5.24K	0.02%	173
2020 Q2	$159K	Hold	3,748	–	–	0.02%	159
2020 Q1	$171K	Sell	3,748 -16	-0.4%	-$812	0.03%	145
2019 Q4	$222K	Sell	3,764 -199	-5%	-$11.5K	0.03%	158
2019 Q3	$219K	Buy	3,963 +2,401	+154%	+$129K	0.03%	149
2019 Q2	$85.4K	Sell	1,562 -1,000	-39%	-$53.2K	0.01%	209
2019 Q1	$162K	Buy	2,562 +1,775	+226%	+$121K	0.03%	145
2018 Q4	$53K	Hold	787	–	–	0.01%	191
2018 Q3	$57K	Buy	+787	New	+$53.4K	0.01%	190