JFA
WBA
JNBA Financial Advisors’s Walgreens Boots Alliance WBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.5K | Hold |
1,000
| – | – | ﹤0.01% | 447 |
|
|
2025
Q1 | $11.2K | Hold |
1,000
| – | – | ﹤0.01% | 444 |
|
|
2024
Q4 | $9.33K | Hold |
1,000
| – | – | ﹤0.01% | 464 |
|
|
2024
Q3 | $8.96K | Hold |
1,000
| – | – | ﹤0.01% | 468 |
|
|
2024
Q2 | $12.1K | Hold |
1,000
| – | – | ﹤0.01% | 436 |
|
|
2024
Q1 | $21.7K | Hold |
1,000
| – | – | ﹤0.01% | 386 |
|
|
2023
Q4 | $26.1K | Hold |
1,000
| – | – | ﹤0.01% | 364 |
|
|
2023
Q3 | $22.2K | Hold |
1,000
| – | – | ﹤0.01% | 370 |
|
|
2023
Q2 | $28.5K | Hold |
1,000
| – | – | ﹤0.01% | 346 |
|
|
2023
Q1 | $34.6K | Hold |
1,000
| – | – | ﹤0.01% | 323 |
|
|
2022
Q4 | $37.4K | Hold |
1,000
| – | – | 0.01% | 310 |
|
|
2022
Q3 | $31K | Hold |
1,000
| – | – | ﹤0.01% | 324 |
|
|
2022
Q2 | $38K | Sell |
1,000
-142
| -12% | -$5.4K | 0.01% | 306 |
|
|
2022
Q1 | $51K | Hold |
1,142
| – | – | 0.01% | 285 |
|
|
2021
Q4 | $60K | Hold |
1,142
| – | – | 0.01% | 282 |
|
|
2021
Q3 | $54K | Sell |
1,142
-400
| -26% | -$18.9K | 0.01% | 282 |
|
|
2021
Q2 | $81K | Hold |
1,542
| – | – | 0.01% | 247 |
|
|
2021
Q1 | $85K | Buy |
1,542
+142
| +10% | +$7.83K | 0.01% | 238 |
|
|
2020
Q4 | $56K | Hold |
1,400
| – | – | 0.01% | 254 |
|
|
2020
Q3 | $50K | Hold |
1,400
| – | – | 0.01% | 238 |
|
|
2020
Q2 | $59K | Hold |
1,400
| – | – | 0.01% | 224 |
|
|
2020
Q1 | $64K | Hold |
1,400
| – | – | 0.02% | 200 |
|
|
2019
Q4 | $83K | Hold |
1,400
| – | – | 0.02% | 199 |
|
|
2019
Q3 | $77K | Sell |
1,400
-200
| -13% | -$11K | 0.02% | 193 |
|
|
2019
Q2 | $87K | Buy |
1,600
+160
| +11% | +$8.7K | 0.02% | 189 |
|
|
2019
Q1 | $91K | Buy |
1,440
+40
| +3% | +$2.53K | 0.02% | 182 |
|
|
2018
Q4 | $96K | Buy |
1,400
+800
| +133% | +$54.9K | 0.02% | 162 |
|
|
2018
Q3 | $44K | Sell |
600
-800
| -57% | -$58.7K | 0.02% | 236 |
|
|
2018
Q2 | $84K | Hold |
1,400
| – | – | 0.02% | 186 |
|
|
2018
Q1 | $92K | Hold |
1,400
| – | – | 0.02% | 174 |
|
|
2017
Q4 | $102K | Hold |
1,400
| – | – | 0.02% | 171 |
|
|
2017
Q3 | $108K | Hold |
1,400
| – | – | 0.02% | 157 |
|
|
2017
Q2 | $110K | Hold |
1,400
| – | – | 0.03% | 159 |
|
|
2017
Q1 | $116K | Hold |
1,400
| – | – | 0.03% | 153 |
|
|
2016
Q4 | $116K | Sell |
1,400
-574
| -29% | -$47.6K | 0.03% | 155 |
|
|
2016
Q3 | $159K | Buy |
1,974
+574
| +41% | +$46.2K | 0.02% | 267 |
|
|
2016
Q2 | $117K | Hold |
1,400
| – | – | 0.03% | 156 |
|
|
2016
Q1 | $118K | Hold |
1,400
| – | – | 0.04% | 143 |
|
|
2015
Q4 | $119K | Buy |
1,400
+1,000
| +250% | +$85K | 0.05% | 138 |
|
|
2015
Q3 | $33K | Hold |
400
| – | – | 0.01% | 224 |
|
|
2015
Q2 | $34K | Hold |
400
| – | – | 0.01% | 220 |
|
|
2015
Q1 | $34K | Hold |
400
| – | – | 0.01% | 226 |
|
|
2014
Q4 | $30K | Hold |
400
| – | – | 0.01% | 242 |
|
|
2014
Q3 | $24K | Sell |
400
-813
| -67% | -$48.8K | 0.01% | 271 |
|
|
2014
Q2 | $90K | Hold |
1,213
| – | – | 0.04% | 138 |
|
|
2014
Q1 | $80K | Hold |
1,213
| – | – | 0.04% | 138 |
|
|
2013
Q4 | $70K | Hold |
1,213
| – | – | 0.04% | 149 |
|
|
2013
Q3 | $65K | Hold |
1,213
| – | – | 0.04% | 147 |
|
|
2013
Q2 | $54K | Buy |
+1,213
| New | +$54K | 0.04% | 149 |
|