JWA
WBA
JFS Wealth Advisors’s Walgreens Boots Alliance WBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $104 | Sell |
9
-1
| -10% | -$12 | ﹤0.01% | 1809 |
|
|
2025
Q1 | $112 | Sell |
10
-5
| -33% | -$56 | ﹤0.01% | 1869 |
|
|
2024
Q4 | $140 | Sell |
15
-212
| -93% | -$1.98K | ﹤0.01% | 1868 |
|
|
2024
Q3 | $2.03K | Sell |
227
-165
| -42% | -$1.48K | ﹤0.01% | 1484 |
|
|
2024
Q2 | $4.74K | Sell |
392
-581
| -60% | -$7.03K | ﹤0.01% | 1082 |
|
|
2024
Q1 | $21.1K | Buy |
973
+3
| +0.3% | +$65 | ﹤0.01% | 614 |
|
|
2023
Q4 | $25.3K | Sell |
970
-2,879
| -75% | -$75.2K | ﹤0.01% | 535 |
|
|
2023
Q3 | $85.6K | Sell |
3,849
-214
| -5% | -$4.76K | 0.01% | 295 |
|
|
2023
Q2 | $116K | Sell |
4,063
-623
| -13% | -$17.7K | 0.01% | 261 |
|
|
2023
Q1 | $162K | Sell |
4,686
-3,009
| -39% | -$104K | 0.02% | 237 |
|
|
2022
Q4 | $287K | Sell |
7,695
-41
| -0.5% | -$1.53K | 0.03% | 185 |
|
|
2022
Q3 | $243K | Buy |
7,736
+115
| +2% | +$3.61K | 0.03% | 195 |
|
|
2022
Q2 | $289K | Sell |
7,621
-184
| -2% | -$6.98K | 0.03% | 178 |
|
|
2022
Q1 | $349K | Sell |
7,805
-129
| -2% | -$5.77K | 0.03% | 183 |
|
|
2021
Q4 | $414K | Sell |
7,934
-87
| -1% | -$4.54K | 0.04% | 171 |
|
|
2021
Q3 | $377K | Buy |
8,021
+962
| +14% | +$45.2K | 0.04% | 169 |
|
|
2021
Q2 | $371K | Hold |
7,059
| – | – | 0.06% | 130 |
|
|
2021
Q1 | $388K | Hold |
7,059
| – | – | 0.08% | 115 |
|
|
2020
Q4 | $282K | Hold |
7,059
| – | – | 0.06% | 125 |
|
|
2020
Q3 | $254K | Sell |
7,059
-2,250
| -24% | -$81K | 0.06% | 121 |
|
|
2020
Q2 | $395K | Hold |
9,309
| – | – | 0.1% | 97 |
|
|
2020
Q1 | $426K | Sell |
9,309
-10,135
| -52% | -$464K | 0.13% | 91 |
|
|
2019
Q4 | $1.15M | Sell |
19,444
-1,426
| -7% | -$84K | 0.28% | 67 |
|
|
2019
Q3 | $1.15M | Hold |
20,870
| – | – | 0.29% | 66 |
|
|
2019
Q2 | $1.14M | Hold |
20,870
| – | – | 0.29% | 61 |
|
|
2019
Q1 | $1.32M | Sell |
20,870
-172
| -0.8% | -$10.9K | 0.34% | 56 |
|
|
2018
Q4 | $1.44M | Sell |
21,042
-1,508
| -7% | -$103K | 0.39% | 55 |
|
|
2018
Q3 | $1.64M | Sell |
22,550
-1,000
| -4% | -$72.9K | 0.42% | 49 |
|
|
2018
Q2 | $1.41M | Sell |
23,550
-156
| -0.7% | -$9.36K | 0.37% | 52 |
|
|
2018
Q1 | $1.55M | Buy |
23,706
+1,893
| +9% | +$124K | 0.41% | 50 |
|
|
2017
Q4 | $1.58M | Sell |
21,813
-136
| -0.6% | -$9.88K | 0.39% | 53 |
|
|
2017
Q3 | $1.7M | Sell |
21,949
-1,999
| -8% | -$154K | 0.44% | 51 |
|
|
2017
Q2 | $1.88M | Sell |
23,948
-1,275
| -5% | -$99.8K | 0.51% | 47 |
|
|
2017
Q1 | $2.09M | Hold |
25,223
| – | – | 0.57% | 47 |
|
|
2016
Q4 | $2.09M | Sell |
25,223
-3,197
| -11% | -$265K | 0.57% | 47 |
|
|
2016
Q3 | $2.29M | Buy |
28,420
+3,198
| +13% | +$258K | 0.65% | 40 |
|
|
2016
Q2 | $2.1M | Buy |
25,222
+1,151
| +5% | +$95.8K | 0.58% | 37 |
|
|
2016
Q1 | $2.03M | Sell |
24,071
-76
| -0.3% | -$6.4K | 0.6% | 35 |
|
|
2015
Q4 | $2.06M | Buy |
24,147
+152
| +0.6% | +$12.9K | 0.59% | 36 |
|
|
2015
Q3 | $1.99M | Buy |
23,995
+10,913
| +83% | +$907K | 0.88% | 29 |
|
|
2015
Q2 | $1.11M | Buy |
13,082
+100
| +0.8% | +$8.45K | 0.57% | 42 |
|
|
2015
Q1 | $1.1M | Hold |
12,982
| – | – | 0.52% | 42 |
|
|
2014
Q4 | $989K | Hold |
12,982
| – | – | 0.16% | 33 |
|
|
2014
Q3 | $769K | Hold |
12,982
| – | – | 0.13% | 35 |
|
|
2014
Q2 | $962K | Buy |
12,982
+187
| +1% | +$13.9K | 0.18% | 32 |
|
|
2014
Q1 | $845K | Hold |
12,795
| – | – | 0.47% | 39 |
|
|
2013
Q4 | $735K | Sell |
12,795
-158
| -1% | -$9.08K | 0.32% | 47 |
|
|
2013
Q3 | $697K | Sell |
12,953
-5,103
| -28% | -$275K | 0.33% | 48 |
|
|
2013
Q2 | $798K | Buy |
+18,056
| New | +$798K | 0.4% | 47 |
|