HHM 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-400
| Closed | -$4.59K | – | 943 |
|
|
2025
Q2 | $4.59K | Hold |
400
| – | – | ﹤0.01% | 698 |
|
|
2025
Q1 | $4.47K | Hold |
400
| – | – | ﹤0.01% | 680 |
|
|
2024
Q4 | $3.73K | Buy |
+400
| New | +$3.71K | ﹤0.01% | 702 |
|
|
2024
Q3 | – | Sell |
-69
| Closed | -$835 | – | 838 |
|
|
2024
Q2 | $835 | Hold |
69
| – | – | ﹤0.01% | 744 |
|
|
2024
Q1 | $1.5K | Buy |
+69
| New | +$1.53K | ﹤0.01% | 691 |
|
|
2023
Q3 | – | Sell |
-30
| Closed | -$855 | – | 834 |
|
|
2023
Q2 | $855 | Hold |
30
| – | – | ﹤0.01% | 758 |
|
|
2023
Q1 | $1.04K | Hold |
30
| – | – | ﹤0.01% | 769 |
|
|
2022
Q4 | $1.12K | Hold |
30
| – | – | ﹤0.01% | 646 |
|
|
2022
Q3 | $1K | Sell |
30
-400
| -93% | -$14.8K | ﹤0.01% | 634 |
|
|
2022
Q2 | $16K | Hold |
430
| – | – | ﹤0.01% | 462 |
|
|
2022
Q1 | $19K | Hold |
430
| – | – | ﹤0.01% | 446 |
|
|
2021
Q4 | $22K | Hold |
430
| – | – | 0.01% | 417 |
|
|
2021
Q3 | $20K | Hold |
430
| – | – | 0.01% | 406 |
|
|
2021
Q2 | $23K | Hold |
430
| – | – | 0.01% | 386 |
|
|
2021
Q1 | $24K | Hold |
430
| – | – | 0.01% | 359 |
|
|
2020
Q4 | $17K | Hold |
430
| – | – | 0.01% | 369 |
|
|
2020
Q3 | $15K | Hold |
430
| – | – | 0.01% | 350 |
|
|
2020
Q2 | $18K | Hold |
430
| – | – | 0.01% | 316 |
|
|
2020
Q1 | $20K | Buy |
+430
| New | +$21.8K | 0.01% | 300 |
|
Other funds holding WBA
GCM
IA
BCP
HNB
PS