IFP Advisors’s Walgreens Boots Alliance WBA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $172K | Sell |
14,392
-1,654
| -10% | -$19.7K | ﹤0.01% | 1349 |
|
2025
Q1 | $181K | Sell |
16,046
-7,919
| -33% | -$89.4K | 0.01% | 1223 |
|
2024
Q4 | $225K | Sell |
23,965
-317
| -1% | -$2.98K | 0.01% | 1073 |
|
2024
Q3 | $218K | Sell |
24,282
-2,698
| -10% | -$24.2K | 0.01% | 1047 |
|
2024
Q2 | $326K | Buy |
26,980
+4,658
| +21% | +$56.3K | 0.01% | 802 |
|
2024
Q1 | $484K | Buy |
22,322
+6,068
| +37% | +$132K | 0.02% | 621 |
|
2023
Q4 | $424K | Sell |
16,254
-4,721
| -23% | -$123K | 0.02% | 636 |
|
2023
Q3 | $466K | Buy |
20,975
+2,784
| +15% | +$61.9K | 0.02% | 617 |
|
2023
Q2 | $518K | Sell |
18,191
-2,954
| -14% | -$84.2K | 0.02% | 637 |
|
2023
Q1 | $1.34M | Sell |
21,145
-9,829
| -32% | -$622K | 0.06% | 313 |
|
2022
Q4 | $1.96M | Sell |
30,974
-4,489
| -13% | -$284K | 0.05% | 374 |
|
2022
Q3 | $2.25M | Buy |
35,463
+4,835
| +16% | +$307K | 0.06% | 352 |
|
2022
Q2 | $1.95M | Hold |
30,628
| – | – | 0.06% | 354 |
|
2022
Q1 | $1.95M | Buy |
30,628
+13,810
| +82% | +$878K | 0.06% | 354 |
|
2021
Q4 | $878K | Sell |
16,818
-50
| -0.3% | -$2.61K | 0.02% | 435 |
|
2021
Q3 | $793K | Sell |
16,868
-4,728
| -22% | -$222K | 0.02% | 438 |
|
2021
Q2 | $1.14M | Sell |
21,596
-1,437
| -6% | -$75.6K | 0.02% | 355 |
|
2021
Q1 | $1.26M | Buy |
23,033
+2,080
| +10% | +$114K | 0.02% | 322 |
|
2020
Q4 | $832K | Buy |
20,953
+2,394
| +13% | +$95.1K | 0.03% | 381 |
|
2020
Q3 | $667K | Buy |
18,559
+1,084
| +6% | +$39K | 0.04% | 369 |
|
2020
Q2 | $736K | Buy |
17,475
+1,291
| +8% | +$54.4K | 0.06% | 335 |
|
2020
Q1 | $745K | Sell |
16,184
-2,538
| -14% | -$117K | 0.08% | 265 |
|
2019
Q4 | $1.11M | Sell |
18,722
-2,886
| -13% | -$171K | 0.08% | 256 |
|
2019
Q3 | $1.17M | Buy |
+21,608
| New | +$1.17M | 0.08% | 267 |
|
2019
Q1 | $296K | Sell |
4,615
-25,988
| -85% | -$1.67M | 0.04% | 382 |
|
2018
Q4 | $2.08M | Sell |
30,603
-14,705
| -32% | -$1M | 0.13% | 179 |
|
2018
Q3 | $3.3M | Buy |
45,308
+1,531
| +3% | +$112K | 0.13% | 178 |
|
2018
Q2 | $2.63M | Sell |
43,777
-70
| -0.2% | -$4.2K | 0.11% | 206 |
|
2018
Q1 | $3.18M | Hold |
43,847
| – | – | 0.14% | 164 |
|
2017
Q4 | $3.18M | Sell |
43,847
-34,408
| -44% | -$2.5M | 0.14% | 163 |
|
2017
Q3 | $6.04M | Sell |
78,255
-7,408
| -9% | -$572K | 0.24% | 84 |
|
2017
Q2 | $6.71M | Buy |
85,663
+3,205
| +4% | +$251K | 0.28% | 72 |
|
2017
Q1 | $6.85M | Buy |
82,458
+18,478
| +29% | +$1.53M | 0.3% | 72 |
|
2016
Q4 | $5.3M | Sell |
63,980
-5,055
| -7% | -$418K | 0.26% | 79 |
|
2016
Q3 | $5.57M | Sell |
69,035
-6,040
| -8% | -$487K | 0.29% | 71 |
|
2016
Q2 | $6.25M | Buy |
75,075
+70,460
| +1,527% | +$5.87M | 0.35% | 56 |
|
2016
Q1 | $296K | Sell |
4,615
-52,124
| -92% | -$3.34M | 0.04% | 382 |
|
2015
Q4 | $4.83M | Buy |
+56,739
| New | +$4.83M | 0.32% | 70 |
|