Horizon Wealth Management’s Walgreens Boots Alliance WBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-12,292
| Closed | -$321K | – | 95 |
|
|
2023
Q4 | $321K | Buy |
12,292
+181
| +1% | +$4.73K | 0.09% | 51 |
|
|
2023
Q3 | $269K | Buy |
12,111
+4,677
| +63% | +$104K | 0.11% | 55 |
|
|
2023
Q2 | $212K | Buy |
7,434
+520
| +8% | +$14.8K | 0.08% | 73 |
|
|
2023
Q1 | $239K | Buy |
+6,914
| New | +$239K | 0.18% | 63 |
|
|
2022
Q3 | – | Sell |
-6,271
| Closed | -$238K | – | 106 |
|
|
2022
Q2 | $238K | Sell |
6,271
-316
| -5% | -$12K | 0.1% | 92 |
|
|
2022
Q1 | $295K | Buy |
6,587
+16
| +0.2% | +$717 | 0.09% | 85 |
|
|
2021
Q4 | $343K | Buy |
+6,571
| New | +$343K | 0.1% | 77 |
|