Independent Solutions Wealth Management’s Walgreens Boots Alliance WBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-38,297
| Closed | -$831K | – | 176 |
|
|
2024
Q1 | $831K | Buy |
38,297
+5,884
| +18% | +$128K | 0.2% | 105 |
|
|
2023
Q4 | $846K | Buy |
32,413
+7,863
| +32% | +$205K | 0.22% | 105 |
|
|
2023
Q3 | $546K | Buy |
24,550
+8,991
| +58% | +$200K | 0.14% | 122 |
|
|
2023
Q2 | $443K | Buy |
15,559
+4,727
| +44% | +$135K | 0.11% | 138 |
|
|
2023
Q1 | $375K | Buy |
10,832
+2,140
| +25% | +$74K | 0.11% | 140 |
|
|
2022
Q4 | $325K | Buy |
8,692
+1,689
| +24% | +$63.1K | 0.1% | 158 |
|
|
2022
Q3 | $220K | Buy |
+7,003
| New | +$220K | 0.07% | 195 |
|
|
2022
Q1 | – | Sell |
-4,055
| Closed | -$212K | – | 233 |
|
|
2021
Q4 | $212K | Buy |
+4,055
| New | +$212K | 0.05% | 218 |
|